Horizon Financial Services, LLC

Horizon Financial Services, LLC Offering customized and strategic comprehensive financial planning services to clients throughout the triad of North Carolina.

As an independent fiduciary advisory firm, we are focused on transparency and putting your best interests first while providing you with in-depth and comprehensive financial planning guidance.

A true fiduciary relationship is built on trust, transparency, and a deep understanding of your life, not just your mone...
06/15/2026

A true fiduciary relationship is built on trust, transparency, and a deep understanding of your life, not just your money.

Your advisor should be listening to your needs, offering options, and empowering you with information.

At Horizon Financial Services, we put your interests first, always.
๐Ÿ”— horizonfs.com/contact-us

๐Ÿพ Beyond the Office: Meet Izzy!This month, we're introducing a special member of the extended Horizon family: Izzy, a fi...
06/09/2026

๐Ÿพ Beyond the Office: Meet Izzy!

This month, we're introducing a special member of the extended Horizon family: Izzy, a five-year-old Goldendoodle with a big personality and an even bigger heart.

Personality in one word:
โค๏ธ Affectionate

Favorite way to spend the day:
Izzy enjoys keeping an eye on the backyard, especially when squirrels, rabbits, and birds make an appearance.

Funniest habit:
๐Ÿ˜„ She often sleeps on her back with all four feet in the air.

If Izzy worked at Horizon:
๐Ÿข She would be the receptionist, greeting everyone with enthusiasm the moment they walk through the door.

At Horizon, we know that life extends beyond the office, and our pets are often a big part of what makes each day a little brighter.

Scott is celebrating 15 years with Horizon Financial Services! We are grateful for his continued dedication to our clien...
06/08/2026

Scott is celebrating 15 years with Horizon Financial Services! We are grateful for his continued dedication to our clients and commitment to exceptional service.
Please join us in congratulating Scott on his 15 year anniversary.

At Horizon Financial Services, wealth management isnโ€™t one-size-fits-all. Itโ€™s a personalized approach that considers yo...
06/05/2026

At Horizon Financial Services, wealth management isnโ€™t one-size-fits-all. Itโ€™s a personalized approach that considers your entire financial picture and goals.

From retirement income planning and investment strategies to risk management and legacy considerations, our team works to develop a plan aligned with your goals, values, and stage of life.

Whether you're preparing for retirement, navigating a life transition, or simply looking for greater clarity, weโ€™re here to support your long-term strategy with care and insight.

๐Ÿ”— Learn more about our approach: horizonfs.com/wealth-management-north-carolina/

06/03/2026

Weโ€™re grateful to our clients who share their experiences with Horizon Financial Services.

Dr. Travis Howell, a family physician, recently spoke about the value of having a trusted fiduciary relationship and the peace of mind it brings to his financial planning.

๐ŸŽฅ Watch his full testimonial on our website: https://www.horizonfs.com

05/29/2026

What does your ideal Friday look like?
Maybe itโ€™s a morning round of golf, time with family, or wrapping up a productive week with peace of mind about your financial goals.

At Horizon Financial Services, we believe sound planning helps create the freedom to enjoy those moments โ€” today and in the years ahead.

๐Ÿ’ญ Tell us: How would you spend your perfect Friday?

Why do clients choose Horizon Financial Services for their wealth management needs?Because our approach is built on:โœ… Pe...
05/28/2026

Why do clients choose Horizon Financial Services for their wealth management needs?

Because our approach is built on:
โœ… Personalized Guidance: Every financial plan begins with understanding your goals, values, and priorities.
โœ… Fiduciary Commitment: We act in your best interest, always.
โœ… Comprehensive Planning: Investments, taxes, estate considerations, retirement income, and more, coordinated into one cohesive strategy.
โœ… Experience You Can Trust: Our advisors bring years of knowledge and insight to help clients make informed financial decisions.
โœ… Clear Communication: We believe financial advice should be transparent and easy to understand.

At Horizon, itโ€™s not about chasing returns, itโ€™s about helping you build confidence in your financial future.

๐Ÿ“ Learn more at horizonfs.com

On Memorial Day, we pause to honor the brave service members who made the ultimate sacrifice in service to our country. ...
05/25/2026

On Memorial Day, we pause to honor the brave service members who made the ultimate sacrifice in service to our country. We remember their courage and express our gratitude for the freedoms we enjoy.

In observance of the holiday, the market and our office will be closed on Monday, May 25, 2026. As Memorial Day is a federal holiday, Charles Schwab & Co., Inc. will also be closed.

As a reminder, we are unable to act on trade instructions or money movement requests left via voicemail, email, or text. If you need assistance, please contact us prior to May 25 or on Tuesday, May 26, when we reopen.

As we head into Memorial Day weekend, we pause to honor and remember those who made the ultimate sacrifice in service to...
05/22/2026

As we head into Memorial Day weekend, we pause to honor and remember those who made the ultimate sacrifice in service to our country.

Our office will be closed on Monday, May 25 in observance of the holiday.

We wish you a safe and meaningful Memorial Day weekend.

Strong financial planning is not just about technical expertise. It is built on a foundation of trust, clear communicati...
05/19/2026

Strong financial planning is not just about technical expertise. It is built on a foundation of trust, clear communication, and a commitment to continuous improvement.

At Horizon Financial Services, our guiding principles help shape how we think, how we advise, and how we support clients over time.

If you are interested in understanding the philosophy behind our approach, we invite you to learn more.

๐Ÿ‘‰ Visit our website: horizonfs.com/guiding-principles

Address

3880 Vest Mill Road, Suite 100
Winston-Salem, NC
27103

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4pm

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