History
Horizon Wealth Advisors is a Houston-based, privately owned, fee-only financial advisory firm established in 1999. Our mission is to develop long-term relationships with thoughtful, successful individuals, families, and organizations to support and assist them in achieving their goals. Our clients include successful professionals who are accumulating their wealth and retirees who are interested in maintaining their current lifestyles and preserving their wealth. At Horizon, we focus on developing a deep and personal understanding of our clients, allowing us to be very proactive and responsive to their unique needs.
Specialties
We specialize in helping you understand, organize, and manage your often complex financial situations. As fiduciary advisors, our recommendations are independent, objective, and based solely on what is best for you. Offering the following services to our clients: Financial Planning, Estate Planning, Retirement Planning, Education Planning, Investment Management, Tax Services, Financial Advisor, Financial Advising, Tax Services, Charitable Planning, Estate Services, Trust Services