Horizon Wealth Management
Horizon Wealth Management is a Louisville-based registered investment advisor founded in 1999, serving individuals near or in retirement with financial planning, investment management, and retirement plan services via the LPL Financial platform.
- Company typePrivate
- Founded1999
- HeadquartersLouisville, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Horizon Wealth Management does
Horizon Wealth Management is a private, for-profit registered investment advisor based in Louisville, Kentucky, founded in 1999. The firm delivers financial planning and investment management services primarily to individuals approaching or in retirement, with additional service lines directed at corporate retirement plans and foundations or nonprofit organizations. Operations are conducted through the LPL Financial custodial and brokerage platform, and the firm maintains a second office in New Albany, Indiana, with advisor and representative licensing in place across 24 states.
The firm's service offering spans investment management, financial planning, retirement and income strategies, insurance planning, trust-related services, and corporate retirement plan consulting. Advisory staff hold professional designations including CFP, CRPC, and CRPS, and delivery is relationship-based and sales-led, with no proprietary technology product or mobile application described. Asset servicing, custody, and product access are provided via LPL Financial's platform.
Horizon's revenue model is built on investment management fees charged against brokerage and advisory assets (over $250M under management), supplemented by financial planning service fees, insurance product commissions, and corporate retirement plan service charges. Customer concentration is distributed across individual households in the primary retirement segment, with the firm reporting 1–10 employees and operating without disclosed external funding, M&A activity, or formal technology development program.
Horizon Wealth Management firmographics
Firmographics- Name
- Horizon Wealth Management
- Legal name
- Horizon Wealth Management
- Website
- https://horizonwealth.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Horizon Wealth Management is a Louisville-based registered investment advisor founded in 1999, serving individuals near or in retirement with financial planning, investment management, and retirement plan services via the LPL Financial platform.
- Ownership category
- akta.pro rank
Horizon Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industries
- Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where Horizon Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Louisville
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Horizon Wealth Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Management Fees: Fees for managing client investment portfolios including advisory services, brokerage services, and investment implementation. Services include mutual funds, stocks, bonds, alternative investments, annuities, and life insurance products.
- Financial Planning Services: Comprehensive financial planning services offered including retirement planning, investment planning, budget and cash flow analysis, education planning, and estate planning through CERTIFIED FINANCIAL PLANNER professionals.
- Insurance Products: Insurance planning services including disability income insurance, life insurance, and long-term-care insurance offered as part of comprehensive financial strategy.
- Corporate Retirement Plan Services: Design, implementation, education and service for company retirement plans including 401(k), 403(b), profit sharing plans, and money purchasing plans.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Horizon Wealth Management product offering
Product offeringCore offering
Horizon Wealth Management is a registered investment advisor that delivers personalized financial planning and investment management services to individuals in or approaching retirement, as well as to companies and foundations. Core services include comprehensive financial planning by CERTIFIED FINANCIAL PLANNER™ professionals, investment management with over $250 million in brokerage and advisory assets, individual retirement strategies, corporate retirement plan design and servicing, insurance planning, trust services, and foundation asset management, with all securities offered through LPL Financial.
Product overview
Horizon Wealth Management is a wealth management firm offering a unified suite of financial services through LPL Financial. The core offerings include Financial Planning (delivered by CERTIFIED FINANCIAL PLANNER™ professionals), Investment Management (managing over $250 million in assets), Individual Retirement Strategies, Company Retirement Plans, Insurance Planning, Trust Services, and Foundation Asset Management. All securities are offered through LPL Financial, providing access to investment products including mutual funds, bonds, stocks, annuities, and insurance. The firm operates as a registered investment advisor separate from LPL Financial and provides personalized, hands-on service focused on retirement strategies.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning
Quantifiable outcome
- Over $250 million in brokerage and advisory assets under management
Companies that use Horizon Wealth Management
Customer profileSegments3 records
Ideal customer profiles3 records
Horizon Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Horizon Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- LPL FinancialcoreSecurities and Advisory Services are offered through LPL Financial, a registered investment advisor and member of FINRA/SIPC. LPL provides the custodial platform and brokerage services for client investment accounts. Financial Planning services are offered through Horizon Wealth Management as a separate registered investment advisor entity from LPL Financial. The partnership also includes access to LPL Research and Weekly Market Commentary resources.
Scale indicators1 record
Recent moves4 records
Expansion highlights3 records
Horizon Wealth Management competitors and assessment
Company assessmentMarket position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Horizon Wealth Management social profiles
Digital presenceHorizon Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Horizon Wealth Management leadership team
Management profileNumber of profiles
Horizon Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Horizon Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Horizon Wealth Management
What does Horizon Wealth Management do?
Horizon Wealth Management is a registered investment advisor that delivers personalized financial planning and investment management services to individuals in or approaching retirement, as well as to companies and foundations. Core services include comprehensive financial planning by CERTIFIED FINANCIAL PLANNER™ professionals, investment management with over $250 million in brokerage and advisory assets, individual retirement strategies, corporate retirement plan design and servicing, insurance planning, trust services, and foundation asset management, with all securities offered through LPL Financial.
Is Horizon Wealth Management a public or private company?
Horizon Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Horizon Wealth Management founded?
Horizon Wealth Management was founded in 1999. It employs 1 to 10 people.
Where is Horizon Wealth Management based?
Horizon Wealth Management is headquartered in Louisville, United States, in the North America region.
How does Horizon Wealth Management make money?
Four revenue lines are on record. Investment Management Fees are the primary driver. The others are financial Planning Services, insurance Products and corporate Retirement Plan Services.
Does Horizon Wealth Management have an API?
No public API is recorded for Horizon Wealth Management.
What industry is Horizon Wealth Management in?
Horizon Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail). Its NAICS code is 523940 and its SIC code is 6282.