Horizon Wealth Advisors is a Registered Investment Advisor based in Lakewood Ranch, Florida. We specialize in personal asset management for high net worth individuals, families, and institutions throughout Florida and Pennsylvania. Horizon Wealth Advisors offers the experience and sophistication of a large, institutional investment firm, with a level of attention and client service only an independent, locally-owned company can provide.

As your adviser, our goal is to help you focus on the long-term benefits of saving and investing today. We partner with you, guiding you and your family to a future of financial independence.

Together we will ensure that every aspect of your financial life is working seamlessly so that you can enjoy retirement.

It is our fiduciary duty to provide suitable investment advice and always act in your best interest.

Firm Start Year

No.of Employees

CRD#

Firm CRD#

Name of Custodial Firm

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Certifications, Accreditations & Designations

Securities Licenses

Insurance and Annuity Licenses

Fee Structure

Fee % Based on Assets

Hourly Rate

Additional Details on Charges

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

Bachelor of Science - Finance