Plan for a better financial future.

Making the management of your wealth personal, simple and straightforward. the way it should be.

Who We Serve

No matter what stage you are at in your financial or professional journey, we provide the kind of tailored financial leadership that leads to a more confident life.

What We Do

From financial planning to investment management, we offer a suite of services that can help you to provide, protect and prosper for those counting on you.

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Your Journey to Confident Wealth®

At Horizon, for over 30 years, our team has enjoyed helping others achieve greater confidence, clarity, and direction in their lives.

5 stars

What our clients are saying about us

“If I had to describe my experience with Horizon Financial Group in one word, it would be: comfort. This may not be the most exciting word, but knowing that professionals are overseeing our investments and retirement planning lifts a significant weight off our shoulders. Both my husband and I are business owners, and like many in our position, we often prioritize our clients' needs over our own. However, Horizon's Confident Wealth Experience process eliminates the guesswork, providing clear action items and goals. Having a financial advisor you trust and can confide in is truly priceless. Many people find managing their finances overwhelming, but working with Horizon alleviates that stress and makes the process manageable.”

Melissa T.

"The team at Horizon Financial Group understands our personal wealth strategy and financial goals. They have an outstanding reputation and possess the expertise needed for us to make sound financial decisions. They continue to perform in a manner that allows us to be confident in our financial stability and security."

Todd B.

This testimonial was given by client of the financial advisor and no compensation was provided directly or indirectly.  This testimonial is not a guarantee of future performance or investment success, and the testimonial may not be representative of the experience of other customers.

Getting Started is Simple

In a short call, we will get to know your main financial objectives and goals then schedule a time for an initial meeting with one of our financial advisors.

get started
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step 1
schedule a short call

Schedule a conversation with our  Team of Experts to see how we can help.

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step 2
vision & goal setting

Meet with us to gather your info, lay out your financial goals and your vision for the future.

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step 3
personalized strategy

Get a tailored strategy and action plan to confidently move towards your future.