Fee-Only Financial Planning Services
OFFICES IN ASHEVILLE & GREENVILLE
Horizons Wealth Management is an independent Fee-Only financial advisory firm with offices in Asheville, NC and Greenville, SC. We specialize in providing objective and comprehensive Fee-Only financial planning to help our clients build, manage, grow, and protect their assets through life’s transitions, especially retirement. We serve clients from all walks of life who are looking for unbiased, professional financial advice.
Why Fee-Only Financial Planning?
As an independent firm, we are free to choose the investment options that are best suited to your goals. We make personalized recommendations for your situation, and we advise you on your money as if it were our own.
- We do not sell any insurance and/or annuity products.
- We do not receive any commissions from any insurance agencies, brokerage firms, mutual fund companies or outside third parties.
- Our fees are 100% transparent. We are paid by our clients, not by investment providers.
- We are held to the Fiduciary Standard, which means, by law, we must act solely in the best interest of our clients.
- The greater the advisor’s dependence on commission income, the greater the conflict. In the end, that conflict can cost you, both in
out-of-pocket expenses and in the quality of the advice you receive. There is a significant conflict of interest if an advisor stands to gain financially from any recommendations you may follow.
- Fee-Only advisors are not limited to company-sponsored offerings and sales-driven opportunities.
We are members of (NAPFA) -The National Association of Personal Financial Advisors, which is the country’s leading professional association of Fee-Only financial advisors. Do not confuse Fee-Only and fee-based advisors. The terms sound similar, but there are important differences. Learn more about these differences here.
If you have questions about our firm, typical clients, credentials, investing philosophy, fees, or what makes us unique, there’s a good chance you’ll find the answers here. Also, meet our team of well-trained Certified Financial Planner® professionals or learn about our services.
We welcome anybody to sit down and interview us about our firm and our services for absolutely no fee for the first hour. Contact us today to start the conversation or schedule a free initial meeting.
Call us at: 828-337-9395
Email us at: firstname.lastname@example.org
Let Us Help You Live Your Dreams.