Horizon Wealth Advisors Employee Directory

Financial ServicesTexas, United States2-10 Employees

Horizon Wealth Advisors is a privately owned financial advisory firm based in Houston, Texas, established in 1999. It operates on a fee-only basis and helps successful individuals and families understand, organize, and manage complex financial situations. The firm emphasizes building a deep, personal understanding of clients to support proactive, responsive service and coordination with other advisors when needed. Its independent, objective recommendations are grounded in what is best for clients. The firm aims to cultivate long-term relationships with clients and serves as a coordinating resource among a client's other professionals in the financial services landscape.

Find Horizon Wealth Advisors employees' phone numbers or email addresses

Horizon Wealth Advisors Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Europe
1

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  • Switzerland
    1

Horizon Wealth Advisors's Leadership

  • 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. P.
    Senior Portfolio Manager
    Phone icon
  • Stylized image of a person
    J. T.
    Senior Sales Lead
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  • Stylized image of a person
    N. D.
    Principal
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  • Stylized image of a person
    D. P.
    Investment Advisor Representative
    Phone icon

Horizon Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Horizon Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    O. M.
    Partner / Dir. Of Investments
    Phone icon
    United StatesMississippi
    Jun 03, 2026
  • Stylized image of a person
    L. M.
    Owner
    Phone icon
    UNITED STATES
    May 20, 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. P.
    Senior Portfolio Manager
    Phone icon
    UNITED STATES
    Oct 22, 2024
  • Stylized image of a person
    J. T.
    Senior Sales Lead
    Phone icon
    UNITED STATES
    Jun 08, 2026
  • 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
    Apr 15, 2026
  • Stylized image of a person
    E. W.
    Horizon Wealth Advisors
    Phone icon
    United StatesFlorida
    Oct 25, 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, Texas 77057 United States; 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 June 2026. 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 June 2026, Horizon Wealth Advisors's key employees include:

  • Partner / Dir. Of Investments: O. M.
  • Owner: L. M.
  • Human Resources Manager: H. B.
  • Portfolio Manager And Investment Advisor Representative: J. S.
  • Senior Portfolio Manager: J. P.

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