Horizons Wealth Management of Asheville

Horizons Wealth Management of Asheville is a Wealth Management firm in Asheville, NC, located at 82 Patton Ave STE 206. It is an independent fee-only financial advisory firm with offices in Asheville, NC, and Greenville, SC. The firm specializes in providing objective and comprehensive fee-only financial planning to help clients build, manage, grow, and protect their assets through life’s transitions, especially retirement. It serves clients from all walks of life who are looking for unbiased, professional financial advice. The firm does not sell any insurance or annuity products and does not receive commissions from insurance agencies, brokerage firms, mutual fund companies, or other outside third parties. Its fees are one hundred percent transparent, and it is paid by its clients, not by investment providers. It is held to the Fiduciary Standard, which means, by law, it must act solely in the best interest of its clients. It is a member of the National Association of Personal Financial Advisors. The firm takes the time to understand each client’s unique needs to provide individualized financial strategies and solutions. Comprehensive Financial Plans involve a detailed review and analysis of all facets of the financial situation, including cash flow analysis, retirement planning, risk management, investment management, tax management, insurance, and estate planning. Wealth Management services are provided as a continuation of the financial planning process for clients with ongoing needs. Services include portfolio design and ongoing management, asset allocation and portfolio rebalancing, retirement planning, tax strategies, college planning, estate planning and trust management, charitable planning, and long-term care and other insurance planning. For investors who could benefit from asset management while their comprehensive financial planning needs are less frequent, the firm offers Horizons Managed Portfolios. This service is appropriate for individuals primarily interested in investment management who do not yet need an all-inclusive wealth manager. The firm works to create a comprehensive financial plan before investing assets, then determines an optimal investment portfolio that matches financial goals and risk tolerance. Funds are invested in a diversified, efficient, and low-cost portfolio that is automatically rebalanced. Clients receive twenty-four seven online account access to their portfolio and statements. The team consists of well-trained Certified Financial Planner professionals. The firm holds a 5.00 rating based on customer reviews. Horizons Wealth Management of Asheville delivers independent, fee-only financial planning to clients in Asheville, NC.

The business sits on Patton Avenue, just steps from the Flat Iron Statue and Ironland.

BizScoreAI awards a Content Quality score of 100 out of 100, ensuring the website answers customer questions clearly for AI assistants to quote. A Technical score of 90 out of 100 confirms the site is secure and readable by search engines. The firm ranks number 1 of 3 Wealth Management businesses that BizScoreAI has scored in Asheville.