Strong Client Retention Horizon Financial boasts a 95% client retention rate, indicating high customer satisfaction and loyalty. This suggests opportunities to introduce new, tailored financial products or advanced advisory services to existing clients seeking comprehensive wealth management solutions.

Local Market Focus With over 32 years of serving northern Michigan and a deeply rooted community presence, Horizon Financial is well-positioned to expand its offerings through community-based financial planning tools and local partnerships that resonate with regional clients.

Technologically Enabled Utilizing AWS, Drupal multisite, and analytics tools like New Relic, the company emphasizes a strong digital infrastructure. This opens avenues for selling advanced cybersecurity, cloud management, or data analytics solutions tailored to financial advisory firms.

Growth Potential Operating with revenue between $10M-$25M and a relatively small team (up to 50 employees), Horizon Financial presents opportunities for scalable technology upgrades, CRM systems, and operational efficiencies to support growth without compromising personalized service.

Industry Positioning As a woman-owned business with a CFP and an MBA on staff, Horizon Financial can be a target for diversity and credential-focused marketing efforts, including specialized financial products or professional development platforms that align with its values and market positioning.