• "I can easily say that associating with Horizon Wealth Advisory is the smartest financial decision I've made to date."

    Blair Garner

    YOUR FAMILY CFO.

    We're not just bankers. We're financial managers your family can count on in so many convenient ways.

    MEET LORI

  • Our Service HOW WE SERVE YOU

    When you are among the most notable in your profession, your financial situation is often unique. That's why we offer you a flexible set of resources and solutions. We are equipped to assist you with your financial needs and, as such, we build our services around what you might find most valuable.

    Important areas of focus:

    RESPONDING TO YOUR NEEDS

    You need: Broad financial experience from a trusted team.

    We Provide: Response to your financial needs by working in conjunction with your lifestyle and hectic schedule.

    PLANNING YOUR FUTURE

    You need: A clear, easy-to-follow path to your financial goals.

    We Provide: Detailed assessment and organization of your priorities related to education, investments, insurance, retirement, and estate issues, so that we can develop a plan to reach your goals.

    MANAGING YOUR DETAILS

    You need: More time in the day and peace of mind that your important financial tasks are being handled.

    We Provide: Thorough attention to financial tasks. From analyzing your budget, to paying your bills, to creating an electronic vault for your documents for easy access, every part of your financial life is covered.

    ORGANIZING YOUR LIFE

    You need: A place for everything in your financial life and everything in its place.

    We Provide: Your own personal website stocked with links to everything you need including all of your electronic documents and an aggregation of all of your accounts.

    BUILDING YOUR ESTATE

    You need: A team that understands all of your financial dreams including charitable and philanthropic wishes, planned giving, estate and trust planning, and foundation creation and oversight.

    We Provide: A plan that incorporates those interests and pairs them with your unique financial needs.


    Want a more detailed listing or our services? Learn more.

  • WHAT OUR CUSTOMERS ARE SAYING

    STOCK QUOTE