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- Horizon Investments
Horizon Investments
Purpose
For over 30 years, Horizon has helped financial advisors build stronger, more efficient practices while delivering meaningful outcomes for their clients. What began as a financial planning firm has evolved into something more—a firm that uniquely understands the challenges advisors face in scaling their business while providing personalized client experiences. Our people-first culture fosters true partnership and community, ensuring advisors have the tools, resources, and support they need to succeed.
At the core of Horizon’s approach is a goals-based philosophy designed to help financial advisors meet clients where they are in their financial journey. Through the GAIN PROTECT SPEND® framework, we help advisors create strategies that evolve with their clients' needs—whether growing assets, preserving wealth, managing risk, or generating retirement income.
At the core of Horizon’s approach is a goals-based philosophy designed to help financial advisors meet clients where they are in their financial journey. Through the GAIN PROTECT SPEND® framework, we help advisors create strategies that evolve with their clients' needs—whether growing assets, preserving wealth, managing risk, or generating retirement income.
Vision
Horizon works for advisors and their clients in six key ways:
1. Trusted Partner: Horizon is a trusted partner offering the technology, expertise, and investment solutions that help advisors grow their practices and deepen client relationships.
2. Powered by People and Culture: Our team is focused on building meaningful relationships with our clients and becoming a trusted partner in all aspects of their business.
3. Goals-Based Philosophy: The GAIN PROTECT SPEND® framework is a key differentiator and resonates strongly with both advisors and their clients.
4. Collaboration, Not Competition: Advisors seek genuine partnerships and our people-first culture fosters trust and collaboration with our clients.
5. Community: Horizon provides a much-needed sense of belonging and support, especially for advisors in large broker-dealer firms.
6. Tech-Enabled Growth: Our technology embraces simplicity by transforming everyday advisor challenges into a streamlined, customizable workflow—integrating goals-based planning, investment selection, and proposal generation into one intuitive interface.
1. Trusted Partner: Horizon is a trusted partner offering the technology, expertise, and investment solutions that help advisors grow their practices and deepen client relationships.
2. Powered by People and Culture: Our team is focused on building meaningful relationships with our clients and becoming a trusted partner in all aspects of their business.
3. Goals-Based Philosophy: The GAIN PROTECT SPEND® framework is a key differentiator and resonates strongly with both advisors and their clients.
4. Collaboration, Not Competition: Advisors seek genuine partnerships and our people-first culture fosters trust and collaboration with our clients.
5. Community: Horizon provides a much-needed sense of belonging and support, especially for advisors in large broker-dealer firms.
6. Tech-Enabled Growth: Our technology embraces simplicity by transforming everyday advisor challenges into a streamlined, customizable workflow—integrating goals-based planning, investment selection, and proposal generation into one intuitive interface.
Mission
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.
Additional Culture Details
We live our values
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.
● Community: 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.
● Unity: We share with advisors our unwavering commitment to delivering goals-based solutions that help their clients achieve their financial objectives.
● Ingenunity: We encourage insightful, creative, impactful ideas designed to improve financial outcomes.
● Gratitude: We are thankful for the contributions of each team member and the valued relationships we have with advisors.
● Fun: We strive for a joyful environment that recognizes the passion and excitement that each individual contributes to our mission.
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.
● Community: 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.
● Unity: We share with advisors our unwavering commitment to delivering goals-based solutions that help their clients achieve their financial objectives.
● Ingenunity: We encourage insightful, creative, impactful ideas designed to improve financial outcomes.
● Gratitude: We are thankful for the contributions of each team member and the valued relationships we have with advisors.
● Fun: We strive for a joyful environment that recognizes the passion and excitement that each individual contributes to our mission.