Horizon Wealth Strategies

Horizon Wealth Strategies is a planning-first financial firm that helps high-achieving professionals, business owners and families with retirement, tax and long-term wealth decisions. The team works with tech executives facing complex equity compensation, women leaders in pharmaceuticals managing company stock, business owners whose wealth is tied up in their company, and retired military officers. Its core work includes comprehensive financial planning, retirement and income planning, tax-aware investment and risk management, and legacy planning for multiple generations.

The firm operates as an independent fiduciary and is fee-based, and it limits the number of client relationships so each client gets ongoing attention. A free consultation is offered to anyone who wants to talk through a decision, and a retirement class and a free retirement guide are available for people not yet ready to meet. The Austin office is in Balcones Office Park, with additional offices in New Braunfels, Texas and Somerville, New Jersey.