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New Client Welcome

Welcome to Horizon Advisers

We’re excited to begin this partnership with you. Our team is committed to providing thoughtful guidance, clear communication, and a personalized approach to help you achieve your financial goals. This page will guide you through the next steps, so you know exactly what to expect as we move forward together.

Onboarding Road Map


Client Account Portal Information

Adviceworks: Client Portal

Adviceworks: Client Portal

Learn all about AdviceWorks

Member Login

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Service Line & Text Number

Service Line & Text Number

Text Service Line: (248) 927-1214

Office: (248) 265-6662

Reach Out For:

  • Meeting scheduling questions
  • Money transfers
  • Paperwork questions
  • Technology questions
  • Changes with accounts
  • Overall service questions.

Meet the Operations Team:

Paige Durham

Paige Durham

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Patti Stark

Patti Stark

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Francesca Brusca

Francesca Brusca

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Frequently Asked Questions

  • Horizon Advisers is the financial planning and wealth management firm that works directly with clients. Horizon Advisers provides personalized financial guidance, investment management, retirement planning, and ongoing relationship support.

  • Cetera Financial Group is the independent wealth management network and broker-dealer that provides the advisory platform, compliance oversight, and operational infrastructure that supports Horizon Advisers and its advisers.

  • Pershing LLC is the custodian that holds and safeguards client investment accounts and assets. Pershing processes trades, maintains account records, and provides account reporting and security for client assets.

  • Pershing LLC is the custodian that holds and safeguards client investment accounts and assets. Pershing processes trades, maintains account records, and provides account reporting and security for client assets.

  • Once all account paperwork has been completed and signed, your account will appear in your online profile. Depending on the funding source and transfer timelines, it may take anywhere from 1 to 5 weeks for your account balance and assets to fully appear online.