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Your Horizon Wealth Management Team

Horizon Wealth Management is a comprehensive financial services and planning firm. We provide investment management and financial planning services to individuals and foundations, and comprehensive retirement plan services to businesses. We are committed to helping you pursue your long-term financial success. Our customized investment programs are designed with the goal to grow, protect, and preserve your wealth by delivering an unprecedented level of personalized service. We are headquartered in New Albany, Indiana with an additional branch office serving clients in Louisville, Kentucky.

Horizon Wealth Management understands that wealth management is a lifelong process. Regardless of the financial stage of life you are in, we are here for you. As an independent firm, we specialize in creating investment strategies designed around you and your family’s specific needs. We will provide you objective and unbiased guidance.