Horvath Planning & Wealth Management

Our Firm

At Horvath Planning & Wealth Management, our mission is to provide comprehensive financial advice and expertise to individuals, families, and business owners. With over 25 years of experience, our team of tenured and credentialed industry specialists offers a vast network of service providers, investment strategies, and a passion for serving our clients. As an independent firm, our loyalty belongs exclusively to our clients - not to a parent company. We operate as fiduciaries to our advisory clients, ensuring that our decisions are always in their best interest.

Our Services

We offer a range of services designed to help our clients achieve their financial goals. These services include:

• Portfolio Management: We create customized investment portfolios tailored to our clients' unique needs and risk tolerance.
• Wealth Planning: Our team of experts helps clients develop a comprehensive plan to achieve their financial goals, including estate planning, insurance, and tax planning.
• Risk Management: We help clients identify and mitigate potential risks, ensuring that their financial plans are protected and resilient.
• Estate Planning: Our team helps clients create a lasting legacy by guiding them through the process of estate planning, including wills, trusts, and probate.
• Tax Planning: We help clients minimize their tax liability and maximize their returns through strategic tax planning and compliance.

Our Approach

At Horvath Planning & Wealth Management, we believe that trust is built on transparency, integrity, and expertise. We take the time to understand our clients' goals, investment preferences, and risk tolerance, and then develop customized solutions to meet their unique needs. We believe that our clients' success is our success, and we pride ourselves on our commitment to exceptional service and communication.