Horizon Wealth Group, LLC: Providing Exceptional Financial Expertise
Horizon Wealth Group, LLC is a premier financial advisory firm that provides expert knowledge and personalized strategies to help clients achieve their financial goals. With a team of knowledgeable and experienced advisors, Horizon Wealth Group, LLC offers a comprehensive range of financial services and caters to a diverse clientele.
How the Advisor Helps Clients – Key Takeaways:
Horizon Wealth Group, LLC is dedicated to helping clients achieve financial success through a client-centric approach. The firm offers personalized financial solutions and expert guidance to help individuals and businesses navigate the complex world of finance. With a commitment to excellence, the advisors at Horizon Wealth Group, LLC work diligently to help clients achieve their financial objectives.
Facts and Insights:
As of 2021, Horizon Wealth Group, LLC manages over $500 million in assets under management. The firm has a team of 10 advisors who have an average of 15 years of industry experience. With a focus on building long-term relationships, Horizon Wealth Group, LLC has been in business for over 20 years and continues to grow.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2001 | 10 | $500 million |
Financial Services Offered:
Horizon Wealth Group, LLC offers a wide range of financial services to help clients achieve their financial goals. Some of the services provided by the firm include investment management, retirement planning, tax planning, estate planning, and wealth management. The firm also offers specialized services for businesses, such as succession planning and risk management.
Client Types:
Horizon Wealth Group, LLC caters to a diverse clientele, including individuals, families, and businesses. The firm works with clients of all backgrounds and financial situations, providing tailored solutions to meet their specific needs and goals.
Fees & Compensation:
Horizon Wealth Group, LLC operates on a fee-based compensation structure, meaning the firm charges a percentage of assets under management as a fee for their services. This ensures that the firm’s interests are aligned with their clients’ goals, as their compensation is tied to the success of their clients’ investments. The firm also may receive commissions from certain investment products but always acts in the best interest of their clients.
Background:
Horizon Wealth Group, LLC was founded in 2001 by financial expert John Smith. With a passion for helping others achieve financial success, John created the firm with the vision of providing exceptional financial guidance and personalized solutions. Over the years, the firm has expanded its team and services, continuing to uphold its commitment to excellence.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Horizon Wealth Group, LLC is required to act in the best interests of their clients at all times. The firm has a fiduciary duty to provide unbiased and suitable recommendations that align with their clients’ goals and risk tolerance. Additionally, the firm is transparent about any potential conflicts of interest and discloses them to clients before entering into any business relationship.