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ABOUT US

Your Trusted Financial Partners

For over two decades, we've been helping families and businesses build financial confidence through personalized guidance and proven strategies.

OUR STORY

Building Relationships Since 2001

Horizon Financial Partners was founded in 2001 with a simple mission: to provide families and businesses with the personalized financial guidance they deserve. What started as a small practice has grown into a trusted firm serving clients across the region.

Our founder believed that everyone deserves access to thoughtful, comprehensive financial planning—not just the wealthy. That belief continues to guide us today as we help clients navigate life's most important financial decisions.

Over the years, we've built lasting relationships with our clients, many of whom have been with us for decades. We take pride in being a trusted partner through every stage of life—from building wealth to protecting it, from planning for retirement to leaving a legacy.

Our story
OUR VALUES

What We Stand For

The principles that guide everything we do

Client First

Your goals and well-being are at the center of everything we do. We succeed when you succeed.

Integrity

We believe in transparency, honesty, and always doing what's right—even when no one is watching.

Relationships

We build lasting partnerships with our clients, getting to know you and your family over generations.

Education

We empower you with knowledge so you can make informed decisions about your financial future.

Excellence

We hold ourselves to the highest standards of professionalism and continuously improve our practice.

WHY CHOOSE US

The Horizon Difference

What sets us apart from other financial advisors

01

Personalized Service

We take the time to understand your unique situation and tailor our recommendations to your specific needs and goals.

02

Independent Advice

As an independent firm, we're free to recommend the best solutions for you—not tied to any single company's products.

03

Proven Track Record

With over 20 years of experience, we've helped hundreds of families achieve their financial goals.

04

Valmark Partnership

Our partnership with Valmark Financial Group gives you access to sophisticated strategies typically reserved for institutional clients.

OUR TEAM

Meet the People Behind Horizon

Our experienced team is dedicated to helping you achieve your financial goals.

GIVING BACK

Committed to Our Community

At Horizon Financial Partners, we believe in giving back to the community that has supported us for over two decades. We're proud to be active participants in making our area a better place to live and work.

From sponsoring local youth sports teams to volunteering at the food bank, our team is committed to strengthening the ties that bind our community together. We also support financial literacy programs at local schools, helping the next generation build smart money habits early.

Team volunteering event
Community fundraiser
CREDENTIALS & AFFILIATIONS

Trusted & Certified

FINRA

Registered with the Financial Industry Regulatory Authority

CFP Board

Certified Financial Planner professionals

Valmark Financial Group

Member firm of Valmark Financial Group

VISIT US

Our Office

1250 Market Street, Suite 400 | Denver, CO, 80202

Modern office building exterior
Comfortable client meeting room
GET STARTED

Ready to Start Your Journey?

Schedule a complimentary consultation to discuss your financial goals.

Or call us directly at (555) 234-5678

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