Humble Beginnings

Horizon Wealth Management was founded in 2012 by four visionary advisors who shared a dream: to create an industry-leading company through a results-driven process, collaboration, and an unwavering focus on the client experience. Recognizing the importance of independence and truly serving our clients' best interests, we established Horizon Advisers as a firm dedicated to integrity and excellence.

Commitment to Education

Education has always been at the heart of Horizon Advisers. We are passionate about educating our communities and enhancing financial literacy. Our commitment to education has provided the opportunity to be featured in major media outlets, both on television and in print. We have conducted hundreds of educational presentations and our “Horizon Advisers Unleashed” podcast has surpassed 160 episodes. Additionally, we create custom videos and webinars to ensure that we continue to lead the way in financial education.

Building a Talented Team

The integrity and client-focused approach of Horizon Advisers has consistently attracted top industry talent. Our team now consists of 15 financial advisors, including six with CFP® designations. Additionally, we have an estate planning attorney, several tax professionals, and a dedicated operations team, all committed to delivering exceptional results for our clients.

Cultivating Future Leaders

At Horizon Advisers, we believe in developing young talent the right way. Our internship program brings up to five college students into our offices each summer, providing them with invaluable learning experiences. This program has been instrumental in our growth, as many of our team members have continued their career with us. We are dedicated to nurturing the next generation of financial professionals.

A Decade of Growth

Fast forward to 2024 and Horizon Advisers has grown into a thriving enterprise. With clients in most states across the US, we have $675 million in assets under administration through Cetera Investment Advisers LLC as of 6/30/24. Our firm is built on robust systems, processes, and exceptional people, ensuring we have the capacity to continue our growth and serve our clients effectively.

Looking to the Future

The most exciting part of our story is the positive impact we've had on our clients and the team of dedicated professionals who make it all possible. As we look to the future, Horizon Advisers remains committed to excellence, education, and the unwavering pursuit of our clients' best interests.

Thank you for being a part of our journey. We look forward to many more years of success and positive impacts!