HORIZON WEALTH MANAGEMENT, LLC

Overview

Horizon Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm’s practice is centered on fee-for-service advice—offering financial planning and pension consulting—rather than traditional asset-based ongoing advisory relationships. Its stated fee model relies on hourly charges and fixed fees, which aligns with a consulting-first delivery where investment management may be secondary or conducted through third-party vehicles. From an investment posture, Horizon does not position itself as an active ESG investor. It works with outside specialists for alternative strategies, specifically real estate, and incorporates insurance-based products such as annuities into client plans when appropriate. The firm lists an industry affiliation with accounting professionals, indicating close collaboration with accountants on tax and plan-structuring matters.

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Investments & Alternatives

Location & Offices