TRUE HORIZON WEALTH ADVISORS, LLC

Overview

True Horizon Wealth Advisors, LLC is an independent registered investment adviser serving individuals and families with an emphasis on fee-based financial planning and discretionary portfolio management. The firm combines traditional wealth management services—financial planning, portfolio management for individuals and small businesses, and pension consulting—with accounting capabilities, reflecting its dual advisor-accountant activity. Fee arrangements include asset-based fees, hourly charges and fixed fees, allowing flexibility across smaller advisory engagements and wealth-based relationships. Investment posture is equity‑centric. The firm favors exchange‑traded equities as the primary allocation vehicle, supported by mutual funds where appropriate, and supplements client portfolios with real estate exposure through third‑party alternative managers. True Horizon does not position itself as an ESG investor, and its client mix centers on individual and family relationships rather than institutional or multi‑state mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices