What are the opening hours?

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

Horizon Financial Services, LLC

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United States
Winston-Salem, NC
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.

06/03/2026

We’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.

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

05/29/2026

What does your ideal Friday look like?
Maybe it’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 — today and in the years ahead.

💭 Tell us: How would you spend your perfect Friday?

05/28/2026

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

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

At Horizon, it’s not about chasing returns, it’s about helping you build confidence in your financial future.

📍 Learn more at horizonfs.com

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.

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.

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.

👉 Visit our website: horizonfs.com/guiding-principles

05/18/2026

You buy a new home. The boxes are unpacked. Life moves on…

But the old house is still there.

Do you sell it or turn it into a rental?

Many families become landlords by circumstance, not strategy. The real question is whether that property still fits your financial plan.

In our latest blog, we walk through:
• The financial trade-offs of selling vs. renting
• How to think about return on equity
• Tax considerations you may not want to overlook
• A simple question that can bring clarity to the decision

If you’re navigating this situation, this is worth a read.

👉 https://loom.ly/4X8qoeI

05/16/2026

Did you know?
If you leave your job in or after the year you turn 55, you may be able to access your 401(k) without the typical early withdrawal penalty.

This provision is often overlooked and may be worth exploring as part of a broader retirement plan. There are several pieces of information to keep in mind, though, so we encourage you to read this article: horizonfs.com/articles/planning-brief-the-rule-of-55

05/14/2026

Once you reach a certain age, the IRS requires you to begin taking withdrawals from certain retirement accounts.

Planning ahead for these required distributions may help you better understand their impact on your long-term financial strategy. Visit our Useful Guides section on our website to learn more: horizonfs.com/useful-guides

05/12/2026

Recently our very own Sam Merrick had the pleasure of contributing to a MarketWatch article "‘Public enemy No. 1 in retirement’ — and how to prepare for it ahead of time". We invite you to read more from the contributors featured in this article. If you have questions after reading, feel free to reach out to our team.

https://loom.ly/uQD7Fjc

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

Website

http://www.horizonfs.com/

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