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Horizon Financial Group

EST. AUM
$286,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Baton Rouge
CRD Number
Website horizonfg.com
Client types

Overview

Horizon Financial Group provides financial planning and wealth management services, focusing on investment management, retirement plans, and private client services. The firm caters to a diverse clientele, including business owners, executives, healthcare professionals, pre-retirees, retirees, and individuals in professional baseball. Horizon aims to simplify wealth management and enhance clients' financial confidence through tailored strategies and personalized advice. The company emphasizes a comprehensive approach to financial leadership, helping clients navigate various stages of their financial journeys. Horizon Financial Group is committed to building and protecting wealth while ensuring clarity and direction in clients' financial lives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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