HORIZON FINANCIAL ADVISORS, LLC is a respected financial advisory firm with a proven track record for helping clients achieve their financial goals. With years of experience in the industry, their team of expert advisors provides personalized financial services tailored to each client’s unique needs.
How does the advisor help clients – Key Takeaways:
The advisors at HORIZON FINANCIAL ADVISORS, LLC provide comprehensive financial planning services to help clients navigate their complex financial situations. This includes creating personalized investment strategies, retirement planning, tax planning, and education planning. They also offer ongoing portfolio management and regular financial check-ins to ensure clients stay on track to meet their financial goals.
Facts and Insights
Founded in 2005, HORIZON FINANCIAL ADVISORS, LLC has been in the business for over 15 years, providing valuable financial services to their clients. With a team of highly qualified and experienced advisors, the firm has established itself as a go-to resource for individuals and businesses seeking expert financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
HORIZON FINANCIAL ADVISORS, LLC offers a wide range of financial services to help clients achieve their financial goals. These include:
- Investment Planning
- Retirement Planning
- Tax Planning
- Education Planning
- Wealth Management
- Estate Planning
Client Types
HORIZON FINANCIAL ADVISORS, LLC caters to a diverse range of clients, including:
- High-Net-Worth Individuals
- Business Owners
- Professionals
- Retirees
Fees & Compensation
HORIZON FINANCIAL ADVISORS, LLC is a fee-based firm, which means they charge a percentage of the client’s assets under management as their fee. This aligns their interests with their clients and ensures they work towards helping them grow their wealth. They are transparent about their fees and work closely with clients to ensure they understand the costs involved.
Background
The team at HORIZON FINANCIAL ADVISORS, LLC is led by John Smith, a highly respected financial advisor with over 20 years of experience in the industry. He is supported by a team of advisors who are all experts in their respective fields and have a deep understanding of the financial markets. Together, they provide clients with personalized and strategic financial planning services that have a proven track record of success.
Financial Advisor Disclosures to Know
To maintain transparency and trust with their clients, HORIZON FINANCIAL ADVISORS, LLC discloses any potential conflicts of interest or past disciplinary actions on their Form ADV, which is available to the public. This helps clients make informed decisions and ensures transparent communication between the firm and its clients.