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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. We follow an organized process for all new and existing clients.
Our first goal is to understand you, your family, and your overall financial circumstances. We start by gathering and analyzing all the relevant financial data and planning documents. We then dedicate time to understand your goals for the present and for the future.
Once we have thoroughly assessed your financial matters and personal objectives, we organize everything in a manner that provides for clear and understandable recommendations. We do this by preparing a comprehensive study of your current financial situation and then creating a forecast to determine the likelihood of achieving your goals. We then work with you to develop an implementation strategy.
Once we have agreed on a strategy, we manage the process for you. We execute our investment strategy and carefully tend to the needs of your portfolio. We continuously monitor your plan and update it to ensure you are staying on course. Circumstances change, and financial plans must be flexible to accommodate the inevitable twists and turns in life. We will work with you throughout the changes and make sure you continue to progress towards your goals.
We are your long-term partner.
We work with successful professionals who are accumulating their wealth, as well as retirees who seek to maintain their current lifestyles and preserve their wealth. We believe that financial decisions are best made in the context of a thoughtfully considered plan. The foundation of our wealth management process is to understand, organize, and manage our clients’ wealth for the long-term.
As a full-service wealth management firm, we offer the following services as part of our comprehensive and collaborative wealth management process.
Learn more about how we can help you.
Larry Maddox, Owen Murray, and Colin Lee are the principals of Horizon Wealth Advisors and have many years of experience serving clients together.
Owen Murray, CFA
Partner, Director of Investments
As Partner and Director of Investments, Owen is principally involved in investment research and portfolio construction. Owen spends much of his time analyzing and managing Horizon Wealth Advisors’ clients’ investment portfolios and often participates in client meetings.
Colin Lee, CFP®
Partner, Director of Financial Planning
As Director of Financial Planning, Colin is responsible for supporting the financial planning aspects of the wealth management process. Colin Lee is a Certified Financial Planner™ and works closely with clients to comprehensively analyze their financial situation and goals.
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