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YOUR GOALS. WITHIN REACH.

Personalized Wealth Management That Goes Above and Beyond

Our wealth management experts are dedicated to your financial well-being, today and tomorrow. We build personalized strategies based on your vision of a secure and prosperous future.

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Get Guidance From Local Financial Advisors Who Put You First

Consultative Approach

Relationships matter. We work with you and as a team to understand your objectives and find the best way forward. 

Fiduciary Oversight

Our advisors act as fiduciaries, prioritizing your needs and interests above all else. No hidden agendas.

Transparent Fee Structure

No unexpected fees or incentives that influence our recommendations — just clear, transparent guidance.

No Proprietary Investment Products

We don’t create or market our own products, so we can actually choose the products that best meet your needs.

Personalized Strategy

Your goals and circumstances are uniquely yours. Your financial plan should be, too.

Expert Insights

We offer trusted investment advice from experienced financial professionals along with personal, one-on-one service.

How Can We Help You Plan For What’s Ahead?

Build an Investment Strategy

Investment Management

Stand Up Retirement Plans, Roth IRAs, or Traditional IRAs

Business Retirement Plans

Individual Retirement Accounts

Prepare Your Estate Plan

Estate Planning

Establish a Trust

Estate and Trust Services
INSURANCE SERVICES

Plan Ahead With Life Insurance

Ensure the people you love have financial support when they need it most. Ask your Horizon Bank advisor about finding life insurance coverage that works for your family and the future you’re planning for.

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Banking Tips and Insights
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WEALTH MANAGEMENT ON THE GO

Stay on Top of Your Investments From Anywhere

Download the mobile app and manage your money at your fingertips.
  • Access your wealth management accounts on the go
  • Review balances, holdings, and recent account activity
  • View statements and important account documents
  • Send and receive secure messages from Horizon Bank
  • Transfer funds between eligible accounts
  • Deposit checks from your mobile device
  • Make payments or manage connected banking needs
  • Find nearby Horizon Bank locations when you need in-person support

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REAL RESULTS. REAL STORIES.
Navigating a beneficiary account felt overwhelming, but the Horizon team made the process simple and stress-free. They took the time to explain every step, even meeting with our family on a holiday weekend so we could all be there together. We truly appreciated the personal care, compassion, and exceptional service.
Alison
Wealth Management Customer
Awards and Accolades

Horizon was recognized among the Forbes 2026 World’s Best Banks for our unwavering commitment to our clients, trustworthiness, and quality of financial services.

 

 

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Wealth Management Resources and Support

Whether you’re looking for a nearby branch, quick answers, or business support, we make it easy to get help and stay connected.

 
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ATMs, ITMs, and Branches

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Security Center

Report fraudulent activity or get helpful security resources, account protection tools, and tips for safer banking.

 

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Security FAQs

Report a Lost or Stolen Card: 888-873-2640

Get to Know Horizon Bank

The first thing you should know is that we want to know you. We care about relationships more than financial statements and about friendly faces more than account numbers. That’s how we’ve worked since 1873, and we don’t plan on changing any time soon.

 

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Disclaimer

Investment vehicles made available through Horizon Private Wealth Management – A Division of Horizon Bank – are not deposits or other obligations of, or guaranteed by Horizon Bank. Not insured by the FDIC. Subject to investment risks, including possible loss of principal.