“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
We take a collaborative approach helping clients identify and navigate complex financial issues, especially those surrounding life transitions.
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.
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.
Everyone’s goals and situations are unique to them and requires an investment approach customized to meet those goals.
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.
Phone: 410-659-8905Contact Us
Senior Client Relationship Manager
Director,Chair of Investment Committee