For over 25 years, Horvath Planning & Wealth Management has provided comprehensive financial advice and an impressive depth of experience in financial planning, investment planning, insurance, and estate planning for individuals, families and business owners.
Whether you are looking to pursue a higher purpose for your wealth or design a lasting legacy for you and your family, our team of tenured and credentialed industry specialists offer a vast network of service providers, investment strategies and a passion for serving you.Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company.
Whether you are looking to pursue a higher purpose for your wealth or design a lasting legacy for you and your family, our team of tenured and credentialed industry specialists offer a vast network of service providers, investment strategies and a passion for serving you.Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
At Horvath Planning & Wealth Management, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. When we talk about the ways that wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life.
The mission of Horvath Planning & Wealth Management is to transform the lives of our clients through the power of financial planning. We strive to build synergistic client relationships and provide objective financial advice. We will use our experience, academic research and intellectual capital to show our clients how to convert their "human capital" into "financial capital".
Financial Planning is a life-long journey that assists you and your family in taking control of your financial future. I like to describe it as "getting your financial house in order". First, it's important to understand the difference between Financial "Life" Planning vs. Traditional Financial Planning.
We want to encourage, motivate and inspire you to achieve your goals. We take a comprehensive view of your complete financial picture to develop a deeper understanding of what is required to pursue your goals. Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
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