Horizon Advisers - Ann Arbor

Fees depend on the service being provided. Please contact us directly if you have any questions regarding the fees for one of our services.

Horizon Advisers services corporate retirement plans such as 401(k), 403(b), Simple IRA, etc. Horizon Advisers also has a team of CPAs that can provide tax services. Finally, we have a professional network of estate planning attorneys, group benefits, P&C insurance, and more.

We focus on tailoring a plan specifically for you, rather than focusing on products. However, when necessary, we do offer annuities, insurance, REITs, and other financial products.

We are different because of our incredible service and financial planning. We do not just serve you by wealth management, but also with true holistic planning: tax, estate and financial.

Yes, we are fiduciaries and hold that responsibility when working with our clients.

Yes, we are extremely focused on educating the public on current financial topics. Please see our website for more information: www.horizonadviser.com/education

Yes, we have many clients that live outside of Michigan. Through technology, we can accomplish everything we need to provide our exceptional service.

Yes, we can hold virtual meetings through Zoom and do so frequently.

Horizon Advisers is an independent wealth management firm that focuses on holistic financial planning.