Horizon helps financial advisors build stronger, more efficient practices while delivering meaningful outcomes for their clients.
Goals-based solutions manager, offering clients innovative solutions to help achieve their financial goals.
Investment strategies implemented by a seasoned management team.
Headquartered in Charlotte, North Carolina.
Over 30 years of supporting financial advisors.
We combine rigorous investment research with innovative portfolio construction to deliver practical solutions for every stage of a client’s investment journey. Our philosophy is grounded in goals-based principles and focuses on outcomes that align with clients’ financial plans.
At Horizon—it’s about transforming advisory practices. We empower financial advisors with our innovative goals-based solutions, consultative business support, and easy-to-use technology, encouraging them to focus on what they do best: building meaningful relationships and helping clients achieve financial security.
Our values are the foundation of everything we do and how we do it. They fuel our approach, our solutions, the way we work with financial advisors and each other. They are part of our dedication to empowering advisors and forging meaningful relationships to help us succeed together.
We share with advisors our unwavering commitment to delivering goals-based solutions that help their clients achieve their financial objectives.
We encourage insightful, creative, impactful ideas designed to improve financial outcomes.
We foster the sharing of unique perspectives and experiences among employees and advisors—where one can be seen, heard, and accepted as part of the Horizon family.
We are ever thankful for the contributions of our co-workers and for the flourishing, fruitful relationships we have with advisors.
We aim for a joyful environment that recognizes the passion and excitement each individual contributes to our mission.