Horizon Financial Group, Inc.

Overview

Horizon Financial Group, Inc. is a corporate advisory and insurance-brokerage business owned by an individual. The firm provides financial planning services alongside insurance distribution, operating under an hourly and fixed-fee pricing model rather than asset-based advisory fees. The dataset characterizes the firm as unclassified and notes it is not a capital allocator, not an active ESG investor, and not registered as a multi-state or pension consultant adviser. The firm appears to rely on third-party managers for investment exposure rather than operating as a fund sponsor or allocator, consistent with its insurance-brokerage focus and fee structure centered on planning and advisory tasks.

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Location & Offices