Horizon Financial Services LLC- Financial Advisor Winston Salem, NC

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About Horizon Financial Services, LLC

We serve as trusted partners in helping families plan for and enjoy a fulfilling retirement. Our approach is highly personalized-each financial plan is crafted to reflect your specific circumstances, goals, and values. As an independent fiduciary firm, we place your interests first and operate with complete transparency. Our comprehensive planning process integrates investment management, retirement income strategies, tax-efficient planning, and legacy preservation to build a cohesive roadmap for your future. At Horizon Financial, everything we do is centered around you. We're here to help you navigate life's changes with confidence and take an active role in shaping your financial future.

See Disclosures

General Information

Firm Start Year

2011

No. of Employees

10-19

Firm CRD#

158798

States Licensed in

Federally Covered

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

A strict fiduciary, Horizon Financial Services has been serving the greater Winston Salem region since 2011.

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Insurance and Annuity Licenses

Health, Life, Variable Annuity, Long Term Care, Annuity, Variable Life

Firm Information

Firm's Number of Planning Clients

Assets Managed by Firm

$ 212,623,929

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Commissions

Additional Details on Charges

We use a sliding fee structure, where fees decrease at higher asset levels, resulting in a blended rate that reflects lower marginal costs as portfolios grow. This structure is designed to align our interests with our clients and reward growth over time.

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893174/paladinregistry-Horizon-Financial-Services,-LLC-detailed-disclosure.html

Disclaimer

Advisory services are offered through Horizon Financial Services, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through New Horizon Financial Services Inc., an affiliated company. Horizon Financial Services, LLC and New Horizon Financial Services Inc. are not affiliated with or endorsed by the Social Security Administration or any government agency. See Horizon Financial Services, LLC ADV for details related to a potential conflict of interest that may exist when recommending insurance products. The AUM and the Compliance Disclosures in Last 5 years listed on this site were reported on IAPD/BrokerCheck as of 3/31/2025. ADV: https://adviserinfo.sec.gov/firm/summary/158798 Horizon Financial Services, LLC, and New Horizon Financial Services Inc. do not provide tax and/or legal advice.

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Horizon Financial Services, LLC