Horizon Wealth Advisors
Financial & Investment Services
Horizon Wealth Advisors is a Registered Investment Advisor based in Lakewood Ranch, Florida. As a fee-only financial advisor, we specialize in personal asset management for individuals, families, and institutions throughout Florida. Horizon Wealth Advisors offers the experience and sophistication of a large, institutional investment firm, with a level of attention and client service only an independent, locally-owned company can provide. Our clients have come to rely on us for more than just investment management services. At Horizon Wealth Advisors, we take a holistic approach to total wealth management that enables us to provide advice and referrals in other areas of financial planning, including retirement, estate planning, taxes and insurance. Through our many partnerships, you'll gain the confidence and trust that comes from working with competent, unbiased professionals. As an independent, fee-only financial advisor, we earn no commissions, and sell no products.
Signature Level Membership