Broker Check

Our Solutions

How We Can Help You

It’s pretty standard that your financial advisor should know your financial needs and dreams – but do you expect your advisor to know how you like your coffee when you meet together? 

Horizon Financial Group is a boutique firm that can offer incredibly personalized services based on your needs. We know our clients’ families, friends, and financial objectives. We keep in touch and put in that extra dose of white glove service that many affluent clients require and deserve. At our own firm, we want to know our clients on an incredibly friendly level. We don’t want to simply be their financial advisor – we want to be their life coach.

Operating Only In Your Best Interest

Our firm specializes in helping individuals develop sound life planning strategies by strengthening our relationships with our clients. If you are looking to develop a solid life plan catered specifically to your needs, please take the time to explore our website and the wealth of information we offer. We strive to educate our clients about financial concepts and products, and we take the mystery out of investing, insurance, estate conservation, and preserving wealth.

As an independent Registered Investment Advisory (RIA) firm, we have the ability to invest only when it is opportunistic for your overall objectives. While other firms invest money immediately upon arrival, we may wait and slowly introduce your funds when it is most suitable for you. 

We hope you'll browse the various resources available on our website, and we welcome the opportunity to meet and discuss your unique financial circumstances.

Have a Question?

Thank you!