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Our Story

Our Story

Beginning as Horizon Wealth Management, our firm was formed in 2012. We realized that being independent was the only way we could avoid conflicts and truly serve our clients’ best interests. Our team quickly attracted industry talent with our integrity and client-focused approach. We achieved our goal of becoming a comprehensive financial planning firm.

Although we built a team and delivered to our clients as promised, we realized that there was a powerful synergy with accountants. Understanding that no financial decision is sound until all tax implications are considered, we merged with a local CPA firm to add to our circle of comprehensive financial services — offering our clients much of what they need to make educated decisions for their futures, as well the futures of their families and businesses.