A fiduciary is a person or organization that owes to another the duties of good faith, trust, confidence and candor. When acting in a fiduciary capacity, the advisor is legally obligated to maintain an allegiance of confidentiality, trust, loyalty, disclosure, obedience and accounting to his or her clients. All of our advisors sign a fiduciary oath to put your interest before our own. Being a fee-only financial service eliminates all conflicts of interest.
At Horizons Wealth Management, we adhere to fiduciary standards of excellence. We are members of the following associations and adhere to their standards of professional excellence and integrity.