Horizon Advisers

05/28/2026

Everyone should have an emergency fund, but not everyone needs the same amount. To figure out how much you should save, total your average necessary expenses (rent, bills and groceries) and then multiply that number by three months.

05/26/2026

💡 Who does Horizon Advisers work with?
At Horizon Advisers, we partner with individuals, families, and businesses to navigate their financial journeys.

Here’s what we do best:

✅ Comprehensive financial planning for individuals and families, building long-term relationships to serve generations.
✅ Support for executives and entrepreneurs, tackling complex financial situations with expert guidance.
✅ Tailored employee benefit solutions for companies, from retirement plans to competitive insurance packages.

Whether you're just starting out, managing corporate responsibilities, or running a business, we provide the expertise and systems to meet your unique needs.

Looking for a trusted financial quarterback to help you assemble the right team? Let’s connect!

Schedule a 15-minute chat to see how we can assist you.https://calendly.com/horizonadvisers

05/25/2026

05/20/2026

New episode is live 🎙️

Alex and Andrew sit down with Dennis Weiss for a conversation on entrepreneurship, leadership, investing in sports, and what it takes to build successful businesses in today’s environment.

From business growth strategies to leadership lessons and emerging investment opportunities, this episode is packed with valuable insights for entrepreneurs, investors, and business professionals alike.

Listen now and let us know your biggest takeaway.

In this episode, Alex and Andrew sit down with Dennis Weiss for a wide-ranging conversation on entrepreneurship, leadership, investing in sports, and the mindset required to succeed in business today. Dennis shares insights from his own experience...

05/19/2026

🤖 AI Is Powerful — So Are Scammers.

From deepfake voices to fake investment bots, AI fraud is evolving fast. In just 60 seconds, learn how scammers are using AI — and how you can protect yourself.

✔ Spot deepfakes

✔ Avoid AI phishing

✔ Stop fake "guaranteed" profits

Stay alert. Stay informed. Don’t fall for AI fraud.

05/14/2026

Retirement planning is largely focused on income and investments, but it’s also about communication.

Talking with family ahead of transitions can reduce uncertainty, set expectations, and help loved ones understand the decisions you’ve made and why.

05/12/2026

Most people think financial planning is something to figure out later.

In this clip from our latest podcast, Dylan Woebkenberg, CFP®, shares practical insights on building wealth, avoiding common money mistakes, and making smarter financial decisions earlier in life.

🎥 Watch full episode: https://youtu.be/HIh_GgWyKWk?si=B1SvN2IJOfewAZ7p

05/11/2026

At Horizon Advisers, we believe financial guidance should be personal, transparent, and built around long-term relationships.

As a locally owned firm, our focus has always been on serving individuals, families, and businesses in our community with thoughtful advice and dedicated support. Our team brings together decades of experience along with in-house CPAs, estate planning attorneys, and a strong professional network to provide comprehensive financial strategies tailored to each client’s goals.

From wealth management to retirement, tax, and estate planning, we’re committed to helping clients navigate every stage of life with confidence.

We’re proud to be a team that values education, trust, and lasting relationships above all else.

05/10/2026

To the mothers who lead with strength, care, and dedication both at home and in the workplace — today we celebrate you.

Happy Mother’s Day to the incredible moms of Horizon Advisers. Thank you for the compassion, balance, and positivity you bring to our team and our clients every day. 💐