Who We Are

 

Horizon Financial Group, LLC is a Southern Arizona-based wealth management firm founded by David McMenamin in 1997. We are dedicated to providing you with the highest level of service and delivering trust, transparency, and accountability to ensure you have a personal experience with your advisor. Our mission is to empower clients to pursue their financial goals and reduce their fears about money by helping them to pursue smart financial decisions, while at the same time provide a level of service that exceeds expectations.

What We Do

 

Our team focuses on helping you pursue your financial goals and objectives. Through our Wealth Advisors, Wealth Enhancement Group, Investment Committee and Research team, we offer a holistic process to managing your wealth.

How We Work

 

Work Hard. Play Hard. Make A Difference.

This is the mindset that we live by everyday. We are a strength-based organization that believes in developing your strengths to increase engagement and fulfillment, both personally and professionally. Our amazing culture is for those who are highly talented, self motivated and like to have fun!

Who We Want

 

You have an internal desire to achieve greatness, never settling for “good enough.”

You are inspired by the success of others and use your peers’ achievements to fuel your own development.

You embrace change and make things happen regardless of time.

You exude confidence in your respective role yet choose to learn something new every day.

You take immense pride in your work, helping to impact the lives of one million people.

Become a Stakeholder

Operations Associate

The Operations Associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operational duties of the firm, the Operations Associate helps keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner.