Modern Horizons Wealth Advisors wants you to explore your world with confidence in knowing that you have the financial freedom to do so. Your goals are within reach. Experience has taught us that priorities change as life happens. Our team will help you with those priorities, including investing, financial planning, and insurance; helping you learn to take control of your financial future.
Employers, we've even got you covered with retirement plan services for your employees and plans that seek to build your investments for capital. Explore and catch up on the most recent developments, bone up on the jargon, or run your own calculations and projections. Financial wellbeing is a means to help you live comfortably and confidently.
Employers, we've even got you covered with retirement plan services for your employees and plans that seek to build your investments for capital. Explore and catch up on the most recent developments, bone up on the jargon, or run your own calculations and projections. Financial wellbeing is a means to help you live comfortably and confidently.
Services
Our clients get not only one expert financial advisor, but the whole team. Each of us brings not only expertise, but varied life experiences, backgrounds, and education that help us understand where you're coming from, what you're looking for, and why. We work together, giving our clients the benefit and strength of our collective experience, expertise, and understanding.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Modern Horizons helps you seek to grow your wealth while reaching your dreams. By combining decades of wealth management knowledge with our diverse staff, we use our shared experiences to provide guidance for your financial wellbeing. Discover how we can personalize strategies for you. We recognize that no two clients are the same so we provide financial strategies for a range of people.
The first step to pursuing a strong financial future is to have a strategy. Our specialty is taking all of the complexities of your finances - spending habits, debt, investments, etc. - and creating a personal and flexible plan with realistic goals. Everyone's financial plan looks different and implementing it is a unique process.
We know how important it is to invest in yourself and those closest to you. We help you do both. The right investments can help you pursue the freedom to do what you love and the convenience to provide financial support when your family needs it most. With 50 years of experience between us, our wealth advisors help you understand the power of your investments to puruse financial independence.
Reviews (1)
Janice Lambert
Sep 14, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
David and his staff have provided quality service to us for over 15 years. Based on their professional management, we feel confident that our funds are being managed with excellence! Our financial future is in good hands with the Modern Horizons team!
David and his staff have provided quality service to us for over 15 years. Based on their professional management, we feel confident that our funds are being managed with excellence! Our financial future is in good hands with the Modern Horizons team!
