Horizon Wealth Advisors Employee Directory

Financial ServicesUnited States2-10 Employees

Horizon Wealth Advisors is a Houston based, privately owned, fee-only financial advisory firm established in 1999.  We specialize in helping successful individuals and families understand, organize, and manage their often complex financial situations.  Our best clients are those who are interested in developing a long and productive relationship with a stable and trustworthy advisor.  

At Horizon, we focus on developing a deep and personal understanding of our clients, allowing us to be very proactive and responsive to their unique needs.  We understand each client’s total financial picture and are in a unique position to play a coordinating role with their other advisors.  Our recommendations are independent, objective, and based solely on what is best for our clients.

Find Horizon Wealth Advisors employees' phone numbers or email addresses

Horizon Wealth Advisors Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Europe
1

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  • Switzerland
    1

Horizon Wealth Advisors's Leadership

  • Stylized image of a person
    L. M.
    President
    Phone icon
  • Stylized image of a person
    C. L.
    Partner, Director Of Financial Planning
    Phone icon
  • Stylized image of a person
    O. M.
    Partner / Dir. Of Investments
    Phone icon
  • Stylized image of a person
    L. M.
    Owner
    Phone icon
  • Stylized image of a person
    H. B.
    Human Resources Manager
    Phone icon
  • Stylized image of a person
    J. S.
    Portfolio Manager And Investment Advisor Representative
    Phone icon
  • Stylized image of a person
    J. T.
    Senior Sales Lead
    Phone icon
  • Stylized image of a person
    N. D.
    Principal
    Phone icon

Contact profiles from Horizon Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. L.
    Partner, Director Of Financial Planning
    Phone icon
    United StatesTexas
    Nov 12, 2025
  • Stylized image of a person
    L. M.
    President
    Phone icon
    United StatesTexas
    Sep 08, 2025
  • Stylized image of a person
    O. M.
    Partner / Dir. Of Investments
    Phone icon
    United StatesTexas
    Aug 08, 2025
  • Stylized image of a person
    L. M.
    Owner
    Phone icon
    UNITED STATES
    Oct 28, 2025
  • Stylized image of a person
    H. B.
    Human Resources Manager
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    J. S.
    Portfolio Manager And Investment Advisor Representative
    Phone icon
    United StatesFlorida
    Jul 28, 2024
  • Stylized image of a person
    J. T.
    Senior Sales Lead
    Phone icon
    UNITED STATES
    Mar 18, 2024
  • Stylized image of a person
    N. D.
    Principal
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    D. P.
    Investment Advisor Representative
    Phone icon
    United StatesFlorida
    Jul 18, 2025
  • Stylized image of a person
    B. H.
    Financial Planner
    Phone icon
    United StatesTexas
    Jul 31, 2025

Frequently Asked Questions

What is Horizon Wealth Advisors known for?

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Horizon Wealth Advisors was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 2603 Augusta Drive, Suite 1400, Houston, TX 77057, US; you can contact the main corporate office by phone at . Explore Horizon Wealth Advisors's company overview page for more information.

What is Horizon Wealth Advisors's most common email format?

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Horizon Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Horizon Wealth Advisors email formats with LeadIQ.

How many employees does Horizon Wealth Advisors have currently?

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Horizon Wealth Advisors has approximately 10 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Horizon Wealth Advisors's key employees and leadership?

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As of October 2025, Horizon Wealth Advisors's key employees include:

  • President: L. M.
  • Partner, Director Of Financial Planning: C. L.
  • Partner / Dir. Of Investments: O. M.
  • Owner: L. M.
  • Human Resources Manager: H. B.

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