Horizons Wealth Management is an independent Fee-Only financial advisory firm with offices in Asheville, NC and Greenville, SC. We specialize in providing objective and comprehensive Fee-Only financial planning to help our clients build, manage, grow, and protect their assets through life's transitions, especially retirement.
We serve clients from all walks of life who are looking for unbiased, professional financial advice. As an independent firm, we are free to choose the investment options that are best suited to your goals. We make personalized recommendations for your situation, and we advise you on your money as if it were our own.
We serve clients from all walks of life who are looking for unbiased, professional financial advice. As an independent firm, we are free to choose the investment options that are best suited to your goals. We make personalized recommendations for your situation, and we advise you on your money as if it were our own.
Services
Horizons Wealth Management offers a team approach to financial planning. We allow you to work hand-in-hand with more than one advisor. At HWM, we take a true team approach to working with our clients. We believe in the adage that "three heads are better than one." Glen, David and Susan work together to develop financial plans and manage investment portfolios.
We help clients with a wide range of financial issues. With our comprehensive approach, you'll find that we pay attention to a lot of aspects of your financial life that might be ignored by other financial planners. We take the time to understand each client's unique needs; therefore, we are able to provide you with individualized financial strategies and solutions.
Anyone may sit down and interview us about our Fee-Only services for free for the first hour. This usually involves questions about our services, credentials, fees, and investment strategies. During this initial meeting we also discuss your goals, financial needs and expectations.
If, after the initial meeting, we both believe that there is a basis for moving forward, we then move to the next phase in the financial planning process: A Comprehensive Financial Plan and/or Investment Analysis.A plan is the first step to gaining more control of your finances and your life; It is your road map for achieving your financial goals.
If, after the initial meeting, we both believe that there is a basis for moving forward, we then move to the next phase in the financial planning process: A Comprehensive Financial Plan and/or Investment Analysis.A plan is the first step to gaining more control of your finances and your life; It is your road map for achieving your financial goals.
We offer a broad range of Wealth Management services and can help our clients navigate through life's many transitions. We will partner with you to develop an individual investment portfolio by learning about your needs and goals during the financial planning process.
Our Wealth Management service is specifically suited to those individuals with ongoing financial planning needs (such as retirement planning, health care strategies, tax strategies, insurance planning, portfolio design and ongoing management, etc.).Wealth Management is primarily provided to clients as a continuation of the financial planning process.
Our Wealth Management service is specifically suited to those individuals with ongoing financial planning needs (such as retirement planning, health care strategies, tax strategies, insurance planning, portfolio design and ongoing management, etc.).Wealth Management is primarily provided to clients as a continuation of the financial planning process.
This service is for investors who could benefit from our asset management, while their comprehensive financial planning needs are less frequent and complex. This financial service is appropriate for individuals who are primarily interested in investment management, but do not yet need an all-inclusive wealth manager.
Reviews (7)
Bonnie Parker
Oct 01, 2021
Report
When searching for financial guidance and assistance, I interviewed several firms and determined that Horizon Wealth Management would best meet my needs. I wasn’t wrong. In the ensuing years, I have found them to be professional yet personable, easily accessible and always responsive to my calls, texts and email questions in a timely manner. They are there for me, clearly stating my options with recommendations based on my specific circumstances, preceded by careful explanation and transparency. I know they always have my best interests in mind. Their office’s proximity to me is a bonus - I
Teresa Spivey
Sep 14, 2021
Report
My husband and I have been clients of HWM for over 10 years, and we highly recommend them for financial planning services. The HWM team is professional, friendly, helpful, knowledgeable and communicate well with us. Whether we meet with them in person, communicate through email or talk over the phone, we receive the answers and information that we need. They help us to look at our portfolio with our unique investment opportunities, and our comfort/risk levels so that we can make intelligent decisions together in order to reach our investment goals for retirement.
Debbie Fox
Aug 21, 2021
Report
My husband and I found HWM by searching for financial planners prior to retiring in 2019. After meeting David, Glen and Susan, we knew we had a good fit. The most important requirement for me was to have people we could trust and there is no question of trust with them. They are all knowledgeable, professional, good communicators and responsive to our needs. We did interview one other company but there was no question that we would choose HWM. Fast forward 1 1/2 years later and we are very happy with this firm. This past year has been financially tumultuous, but with HWM at the helm we have not
Scott Hall
Dec 03, 2018
Report
Jennifer Pharr Davis
Sep 27, 2018
Report
So grateful for the guidance of Horizons. They took the time to get to know me and my goals and treated me as an important client even when I was just starting the process of saving and investing. Their advice has helped me make a plan for the future and I would definitely recommend them to family and friends.
Barbara O'Connor
Aug 13, 2018
Report
Knowledgeable, professional, and very service-oriented. They spent time to get to know my husband and I and understand our needs as we moved into retirement. They are always accessible and responsive to questions or concerns. They review our portfolio on a regular basis and keep us informed, suggest options and help us make decisions based on our own needs. I especially appreciate that they pay attention to our financial and investment goals.
Rex Benfield
Sep 21, 2015
Report
