Horizons Wealth Management - Asheville, North Carolina

Christopher B.

We are really happy to be working with Horizons Wealth Management. After meeting David, Glen, and Susan, we knew we had a good fit. They spent time getting to know us, and I was impressed with the detail of the financial modeling process. They took a good bit of time personalizing it to us and exploring various scenarios which was very important to us. They are knowledgeable, professional, and very responsive. I spoke with three other firms and I'm very happy with our decision.

Greg K.

I've been extremely impressed with the team at Horizons Wealth Mngt. David, Glen & Susan are quick to respond to any question we have and are able to meet virtually to address our concerns within hours. I especially appreciate their overall review of our total assets to help us make better decisions for big ticket purchases and how that will impact our overall retirement goals. Additionally, their diligence monitoring all of our different retirement accounts gives us the confidence that our total portfolio remains within our defined risk tolerance limits.

Bonnie P.

When searching for financial guidance and assistance, I interviewed several firms and determined that Horizon Wealth Management would best meet my needs. I wasn’t wrong. In the ensuing years, I have found them to be professional yet personable, easily accessible and always responsive to my calls, texts and email questions in a timely manner. They are there for me, clearly stating my options with recommendations based on my specific circumstances, preceded by careful explanation and transparency. I know they always have my best interests in mind. Their office’s proximity to me is a bonus - I need in-person meetings to best understand my financial standing. So glad I chose them!

Debbie F.

My husband and I found HWM by searching for financial planners prior to retiring in 2019. After meeting David, Glen and Susan, we knew we had a good fit. The most important requirement for me was to have people we could trust and there is no question of trust with them. They are all knowledgeable, professional, good communicators and responsive to our needs. We did interview one other company but there was no question that we would choose HWM. Fast forward 1 1/2 years later and we are very happy with this firm. This past year has been financially tumultuous, but with HWM at the helm we have not only survived but have been very happy with the gains we have made in our portfolio!

Peter L.

I’ve been incredibly impressed with the team at Horizons Wealth Management. David, Glen and Susan are quick to respond to any questions I may have, and have been our “comfort factor” for several years now. We’ve met with them numerous times to reassess our strategy and always come away reassured that our approach stays on target.

The fact that they’re a fee-only firm means they don’t push products we don’t need in order to earn commissions. And since they’re held to the Fiduciary Standard, they have to—by law—act only in our best interest. Good to know.

I recommend HWM wholeheartedly.

Teresa S.

My husband and I have been clients of HWM for over 10 years, and we highly recommend them for financial planning services. The HWM team is professional, friendly, helpful, knowledgeable and communicate well with us. Whether we meet with them in person, communicate through email or talk over the phone, we receive the answers and information that we need. They help us to look at our portfolio with our unique investment opportunities, and our comfort/risk levels so that we can make intelligent decisions together in order to reach our investment goals for retirement.

Barbara O.

Knowledgeable, professional, and very service-oriented. They spent time to get to know my husband and I and understand our needs as we moved into retirement. They are always accessible and responsive to questions or concerns. They review our portfolio on a regular basis and keep us informed, suggest options and help us make decisions based on our own needs. I especially appreciate that they pay attention to our financial and investment goals.

Jennifer P. D.

So grateful for the guidance of Horizons. They took the time to get to know me and my goals and treated me as an important client even when I was just starting the process of saving and investing. Their advice has helped me make a plan for the future and I would definitely recommend them to family and friends.