Horizon Financial is a broadly diversified financial services company formed for the purpose of achieving one key mission - helping people!


Our mission is two-fold:

  • We will provide excellent advice and service to our clients as they work with our team to plan for their financial future, and wealth transfer.
  • We will provide excellent traning so that our advisors have up-to-date training on concepts, regulation, and products for the benefit of the client.


Our primary business objective is to be the financial services provider of choice in every community we serve by demonstrating a level of ethics, competency, and professionalism that will set us apart from all our competitors and promote change for the better in our industry, for our customers, and the communities we serve.


Our Executive Team and staff of professional employees believe in, and willingly agree to operate under, the following core values:

  • IntegrityDoing the right things at all times
  • TrustAlways being accountable for our actions
  • ServiceHelping our clients by putting their needs and concerns first
  • PassionBeing motivated, driven, and determined to be the best we can  be every day