General Info

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 clientsâ?? 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.