Horizons Wealth Management, Inc

Horizons Wealth Management is an independent fee-only financial planning and investment advisory firm serving clients in the Asheville, NC and Greenville, SC area. The Horizon's team serves a diverse client base, from young professionals to retirees. We recognize that clients' needs vary; therefore, our services range from short-term to on-going support and investment management. Our honest objectivity is never compromised by the lure of commissions or referral fees.

  • We do not sell insurance and/or annuity products.
  • We do not receive any commissions from insurance agents, brokerage firms, mutual fund companies or outside third parties. 
  • A full disclosure of fees is provided before you commit to any service. We are paid by our clients, not by investment providers.
  • We are held to the Fiduciary Standard, which means, by law, we must act solely in the best interest of our clients. 

We can assist in a wide variety of financial planning areas, including:

  • Comprehensive Financial Plans
  • Portfolio Management
  • Retirement Planning
  • Business 401(k) Plans
  • Charitable Giving and Bequests
  • Tax Planning
  • Social Security Planning
  • Cash Flow and Debt Management

Contact us for a complimentary hour-long consultation, so we can answer your questions and walk you through our financial planning process. 

Please visit our website: http://www.horizonswealth.com (link on the upper right side) to learn more about our firm.

 

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Advisors at this Office

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This Office

82 Patton Ave Ste 210 Asheville, NC 28801-3334 Phone: (828) 337-9395 Fax: 800-680-0982

Primary Office

82 Patton Ave Ste 210 Asheville, NC 28801-3334 Phone: (828) 337-9395 Fax: 800-680-0982

Other Offices

220 N Main St Ste 500 Greenville, SC 29601-2129 Phone: 864-516-7501 Fax: 800-680-0982