We think that it is very important for advisors to be independent and conflict-free. As a Houston based fee-only advisor, Horizon Wealth Advisors is a corporate member of the National Association of Personal Financial Advisors (“NAPFA”). We follow and promote the organization’s principles of fee-only advice. We serve our clients in a fiduciary role, always placing their interests first.
In addition to maintaining a standard of fee-only compensation, we are committed to the 3 primary principles of NAPFA:
- We believe that clients are best served by a comprehensive approach to financial planning.
- We believe that advisors should achieve and maintain a high level of competency.
- We believe that advisors should be held to a fiduciary standard of care, placing the interests of their clients above all others.
The members of the NAPFA community have all elected to follow a fiduciary standard. This demands that all advice and recommendations be in the best interest of the client. Further to this standard, NAPFA members are required to be compensated via fee only. They do not receive payment from anyone other than their clients. Thus, their advice is not compromised or conflicted by any compensation from product vendors or financial service firms. We are pleased to be members of NAPFA and proud to adhere to its fiduciary standards. Learn more about NAPFA.
Horizon Wealth Advisors offers a complimentary, no-obligation meeting to discuss a prospect’s financial needs. Please call if you would like to arrange a time to visit.