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Our Commitment to You

Integrity — Objectivity — Professionalism

We are dedicated to helping you preserve and manage your assets, prepare for retirement and unexpected events, and develop a legacy that benefits your loved ones and future generations. As your financial partners, we listen and respond to your needs, using clear, simple language. We offer personal service, innovative strategies, and a pledge to lead you with great care along the path toward your goals.

  • We focus on your best interests at all times.
  • We empower you to make well-informed decisions about your financial future.
  • We believe that preserving and accumulating wealth is paramount to helping you achieve your goals.
  • We develop personalized investment strategies designed to preserve your assets for retirement and transfer your wealth to loved ones or meaningful charities in the most tax-efficient manner possible.

Adhering to the Highest Standards of Fiduciary Care

At Horizon Wealth Management, we are passionate about helping you pursue your goals in life. Our passion is evident not only in how we educate you on recommended investment strategies and market trends, but in our commitment to investing heavily in our own education for your benefit. In addition to maintaining the appropriate industry securities registrations and insurance licenses, our credentials include:

CERTIFIED FINANCIAL PLANNER™ - Certificants are individuals who have met CFP Board’s education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board’s certification requirements, including continuing education, to use the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™. A CFP® practitioner is a financial professional authorized to use the CFP® certification marks who has identified themselves to CFP Board as being actively engaged and adept in providing financial planning services. All CFP® certificants have voluntarily submitted to the regulatory authority of CFP Board.

Contact Us to begin making a difference for your financial future.