Harbor Investment Advisory
Harbor Private Wealth Advisory

Horizon Group

“If I were given one hour to save the planet, I would spend fifty-nine minutes defining the problem and one minute resolving it.”
– Albert Einstein

About Us

We take a collaborative approach helping clients identify and navigate complex financial issues, especially those surrounding life transitions.

Some Life Changes We Tackle:

  • Retirement
  • Divorce
  • Selling a business
  • Job Change
  • The loss of a loved one

Who We Serve:

  • Individuals and Families Approaching Retirement
  • Retirees
  • Divorcees
  • Corporate Executives
  • Widows/ Widowers
  • Multi-Generational Families
  • Business owners/ Entrepreneurs
  • Small to Medium Businesses/ Non-Profits
  • Young Professionals

The Horizon Group Way:

  • Client-Focused Process
  • Independent Firm Structure
  • Collaborative Team Approach
  • Customized Solutions

A Collaborative Approach

We take a client-first approach – focusing on what is important to you – by developing a fully integrated financial plan. To protect against blind spots, we feel it is important to coordinate our strategy with all your trusted professionals, while establishing a service model to make sure we stay on track.

 

Find Your Path

Nobody expects to get divorced. So when it happens, it can leave you lost and overwhelmed by the uncertainty of what lies ahead. What will my future look like? Who can I trust? Where do I start? Horizon can help.

Goal-Based Investing

Everyone’s goals and situations are unique to them and requires an investment approach customized to meet those goals.

Retirement Plan

A retirement plan is a powerful benefit for a company and its employees. We focus on helping to maximize the benefit while minimizing the work for you.

Your Advisory Team

Phone: 410-659-8905

Contact Us
Geoff Burroughs

CFP®, CDFA®

Vice President,
Financial Advisor

Katrina Kunkler

Vice President,
Director of Research

Lisa Howard

Associate Vice President,
Client Relationship Manager

Topical Information

Divorce and a Volatile Stock Market

How to Mitigate Risk

Learn More
Horizon Group Brochure

Learn More About Horizon's Approach to Divorce Services

Learn More
Financial Coaching

Helping You Move From Paper to Reality

Learn More

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