Horizon Financial Advisors LLC

Overview

Horizon Financial Advisors LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm acts as a capital allocator and uses third‑party managers when appropriate, which suggests a mix of in‑house advice and outsourced solutions. Fee arrangements include both percentage‑of‑AUM billing and fixed fees. Horizon is not positioned as an ESG investor and is not structured as a multi‑state adviser. Service lines emphasize comprehensive planning and manager selection: financial planning services, discretionary portfolio management, and the selection of other advisers for clients who need access to specialized strategies. Given the firm’s client base and size, their investment approach appears geared toward personalized relationships and curated allocations rather than mass‑market, model‑driven scale.

Assets & Accounts

Investments & Alternatives

Location & Offices