At Horizon Investment Group, Inc., we believe that while any advisor can offer investments, trusted relationships can be harder for individuals to find. Our team is dedicated to building trusted relationships with our clients and providing objective guidance.
When working with us, clients can benefit from:
As an independent firm, we are committed to providing objective advice. Without any quotas to meet, we can develop strategies and make recommendations based on the client’s unique needs and goals. When the markets fluctuate, we remain focused, communicating with clients and making pragmatic adjustments when needed.
Not only do we work closely with our clients, but we also like to have a working relationship with clients’ other advisors, such as their CPA and attorney. By doing so, we believe we can provide them with a higher level of professional service.
We are supported by broker-dealer Cetera Investment Services LLC and provide advisory services through Cetera Investment Advisers LLC. We have the freedom to choose from a wide range of unbiased investment solutions and products.
With advanced certifications, Julie Simmons, CFP® and Brandon Oakes, CFP®, CRPS® have the knowledge and experience to offer specialized services in investment management and financial planning. To become a CFP® professional, a financial advisor must fulfill rigorous education and experience requirements set by the CFP Board. Learn more about the benefits of working with a CERTIFIED FINANCIAL PLANNER™ professional.
While we largely provide fee-based services, we understand that clients need different levels of service. Based on the client’s needs, we can offer flexible options, including commission, consulting, or flat fee payment models.
An Individualized Process
Rather than follow a standard process, we use a client-centered and comprehensive approach that is based on the individual goals of our clients. We understand our clients are at different stages on their life; some are looking to build a partnership and work closely with us, while others want an advisor who can manage their assets so they don’t have to. We seek to align our process to the client’s needs and preferences. Regardless of the overall process, we always start with understanding our clients’ vision and values. We want to understand their current situation and financial goals first so that we can then develop a strategy that strives to bridge the gap.
Dynamic and User-Friendly Technology
When creating strategies for our clients, we utilize dynamic technology platforms to identify our clients’ risk tolerance and understand their entire financial picture. By addressing all elements of a client’s finances and goals, we seek to build a financial plan that may best help them pursue their objectives.