Financial Horizons, Inc.

Overview

Financial Horizons, Inc. is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The adviser operates with an owner-driven structure and concentrates client relationships around a limited number of high-balance accounts. The firm charges fees as a percentage of assets under management and does not identify as an active ESG investor or a multi-state adviser. Its stated advisory activity centers on managing discretionary portfolios rather than broad pension consulting or large-scale institutional allocation. Investment activity shows a clear tilt toward liquid equity markets: the firm’s stated preference is equities and most client assets are positioned in exchange-traded instruments. Given the concentrated client base and the firm’s service model, Financial Horizons, Inc. appears to deliver tailored, account-level portfolio management rather than mass-market product wrappers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices