Horizon Wealth Advisors is a Houston-based, fee-only financial planning and wealth management firm established in 1999. Our mission at Horizon Wealth Advisors is to develop long-term relationships with thoughtful, successful individuals, families, and organizations by supporting and assisting them in achieving their financial goals.
Becoming a Horizon Wealth Advisors client begins with a series of meetings and a great deal of behind-the-scenes work by our team to gain a deep understanding of a client's unique family and financial circumstances.
Becoming a Horizon Wealth Advisors client begins with a series of meetings and a great deal of behind-the-scenes work by our team to gain a deep understanding of a client's unique family and financial circumstances.
Services
As a privately owned, fee-only financial advisor, we serve our clients as a fiduciary, always placing their interests first. We develop a deep and personal understanding of our clients, which allows us to be very proactive and responsive to their unique needs. We help our clients understand, organize, and manage their often complex financial situations.
In order to create and maintain a comprehensive wealth management plan for our clients, we must continuously work to understand, organize, and manage their wealth. This ongoing effort is required to assure that financial goals are realized. As a full-service wealth management firm, striving for long-term relationships with our clients, we offer the following services as part of our comprehensive and collaborative wealth management process.
Horizon Wealth Advisors is a Houston based fee-only wealth management firm offering integrated financial planning and investment management to individuals. Please contact us to schedule a time to speak with a member of the Horizon Wealth Advisors team. We're currently meeting with clients face to face and virtually.
Larry's professional career began at national CPA firm Peat Marwick Mitchell & Co. followed by Deloitte & Touche. In 1981, Larry formed his own CPA firm and in 1985, Joe Thomson joined him to create Maddox Thomson & Associates, P.C., which continues to assist clients with compliance and advice on personal and business income tax matters.
Owen Murray is principally involved in investment research and portfolio construction. Owen spends much of his time analyzing and managing Horizon Wealth Advisors' clients' investment portfolios. In addition, he is a watchful observer of market events and economic developments. As a core member of the wealth management team, Owen is often a participant in client meetings.
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