• We build
    true wealth

    Our passion is to uncover what is truly important to you.

    Explore our approach
  • Process-Driven
    Strategies

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

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Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Our Wealth Advisors will help determine your Family Index Number which will guide us in building a customized investment portfolio to help you pursue your goals. Learn More

Risk Management

Our insurance specialists will identify areas where there may be some exposure that could impact your wealth management goals. Learn more

Tax Planning

Managing your tax liability is crucial particularly when retired. By collaborating with your Accountant to review your recent tax returns we can assist you in becoming proactive in minimizing taxes and not pay more than you should. Learn more

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Wealth Planning

Our Wealth Enhancement Group is comprised of a team of financial specialist who are experienced in developing wealth plans designed to meet your unique needs and goals. Learn more

Estate Planning

Our Wealth Enhancement Group is here to help and can provide guidance that will match your family goals. We will collaborate with your legal and accounting professionals to assist in these areas. Learn more

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Personalized Wealth Management

Our mission at Horizon Financial Group is to empower clients to pursue their financial goals and reduce their fears about money by helping them to make smart financial decisions, while at the same time provide a level of service that exceeds expectations. We understand that your goals and objectives are completely unique, and we are passionate about helping you discover and pursue your desired outcomes. Our goal is to be your most trusted financial advisor by sharing our professional knowledge, transparent insight, integrity and personalized wealth management service with you. We strive to be the top wealth management firm in Southern Arizona serving affluent families, business owners, executives and institutions. Our team is dedicated to providing the highest level of service for our local and national clients in financial planning and investment management.

Contact us today and let Horizon Financial Group help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered in Tucson, Horizon Financial Group has advisors helping clients across southern Arizona. Contact us today to speak with a wealth advisor or financial professional nearest you.

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Insights

Horizon Financial’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

052316 feature
Market Commentary
Weekly Market Commentary: May 23, 2016

Markets were mildly up last week as investors departed from the previous week’s selling. Europe was skittish and Asian markets continued in the same direction as the week before with Chinese equities down slightly and Japanese stocks up nearly 2% (NIKKEI 225). Read more

risk vs reward
Blog
Passive vs. Active Investing

Published by Rob Furlong and the Carson Institutional Investment Committee

One of the biggest debates in the investment world right now is the question of whether investors are better served by active or passive approaches. Each camp makes passionate arguments for their side, but for now passive investing is winning the battle by gathering the majority of assets over the past few years. Read more

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Video
Financial Fitness

Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.
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Monthly Newsletter
Monthly Investment Review: April 2016

As it turns out, there weren’t too many April “showers” last month. US investors saw the Dow Jones Industrial Average and the S&P 500 turn positive while the tech-heavy NASDAQ Composite still remains negative for the year. Read more

Back2BasicsFeatured
Whitepaper
Back 2 Basics

The good news is that American households have a total net worth of $85.2 trillion. The bad news is that most families are still behind where they were financially in 2007. In a recent survey, over half of Americans said they had less than $1,000 in their checking and savings accounts combined.

Download Whitepaper

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Infographic
Back 2 Basics

AMONG ADULTS AGES 25 TO 65:

  1. 50% – Don’t feel they’re on top of their finances
  2. 27% – Don’t know where to start and need more education or information
  3. 15% – Don’t want to deal with their finances because it’s “too overwhelming”

Read more

US News v2
News
3 Reasons Why Robo-Advisors May Not Be for ...

While robo-advisors may be a fit for certain investors, they’re not for everyone.

Technology has disrupted many industries – newspapers, online travel, movie rentals, taxis and more. Now it is aiming to dramatically change the financial services industry through the emerging use of robo-advisors. Read more

    Blog post
  • What is the Difference Between a Will & Trust?

    Published by Beth Schanou, Director of Wealth & Estate Planning

    Estate plans can be structured differently depending on a person’s situation and intentions.  What is the difference between a will and a trust? A will and a trust are separate documents to pass assets to heirs after death, but they are administered differently and have varying advantages. Read more

    Weekly Market Commentary
  • Weekly Market Commentary: May 16, 2016

    Stocks were generally down last week as a selling mood permeated the markets. Despite oil’s strong performance and better-than-expected retail sales, domestic stock markets ended the week off. Read more