Horizons Wealth Management, Inc
Horizons Wealth Management is an independent fee-only financial planning and investment advisory firm serving clients in the Asheville, NC and Greenville, SC area. The Horizon's team serves a diverse client base, from young professionals to retirees. We recognize that clients' needs vary; therefore, our services range from short-term to on-going support and investment management. Our honest objectivity is never compromised by the lure of commissions or referral fees.
- We do not sell insurance and/or annuity products.
- We do not receive any commissions from insurance agents, brokerage firms, mutual fund companies or outside third parties.
- A full disclosure of fees is provided before you commit to any service. We are paid by our clients, not by investment providers.
- We are held to the Fiduciary Standard, which means, by law, we must act solely in the best interest of our clients.
We can assist in a wide variety of financial planning areas, including:
- Comprehensive Financial Plans
- Portfolio Management
- Retirement Planning
- Business 401(k) Plans
- Charitable Giving and Bequests
- Tax Planning
- Social Security Planning
- Cash Flow and Debt Management
Contact us for a complimentary hour-long consultation, so we can answer your questions and walk you through our financial planning process.
Please visit our website: http://www.horizonswealth.com (link on the upper right side) to learn more about our firm.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.