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
Member Login
Click Here
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:
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.