Who Are We?
We are objective wealth counselors dedicated to helping people make sense of their financial lives. Meet Us
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Who Are Our Clients?

We serve individuals, families and retirement plan sponsors in the Seattle area and beyond.

Why Choose Us?

Fiduciary first and foremost, we serve YOUR highest interests. Find Out

Let’s Get Acquainted

Contact us for a complimentary Discovery meeting to determine if we’re a good

fit for each other. Introduce Yourself

Meet the Team

Horizon has been managing wealth for individuals, family members and retirement plan sponsors in the Seattle area and beyond since 1998. Our family of advisors offers you high-touch client care grounded in objective advice, clear process and transparent pricing. In a world that never stops spinning, we help you keep your balance. Read More

Let’s Get Acquainted

Contact us for a complimentary Discovery meeting to determine if we’re a good fit for each other. Introduce Yourself