Horizon Financial | Financial Planning | Traverse City, MI

Your Local, Trusted Advisors

Serving the Northern Michigan area since 1992

Our clients work with us because they seek greater confidence, trust, freedom, and financial independence. We help alleviate stress by taking the burdens of managing wealth off their shoulders. Partner with us and see why pursuing your financial goals doesn't have to be complicated. Let us help you on your journey.

​See Our Story​ 

Horizon team photo

Where Are You Financially Today?

We meet you where you are on your financial journey and guide you to help reach the peak and gain a clear view of your horizon.

Base of a mountain

Base Camp

You are just starting out on your financial trek.

Mountain side with snow


You are well on your ascent but still have much you want to accomplish.

Peak of a mountain


You are nearing the summit and want to effectively share the view with the next generation.

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