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"All the talent in the world won't take you anywhere without your team"


At Horvath Planning & Wealth Management, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. When we talk about the ways that wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life. It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation – creativity paired with careful calculation.

We are committed to delivering trust, transparency, and accountability. Get to know the members of your team.


Craig is Founder and President of Horvath Planning & Wealth Management, LLC, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. He began his career in 1995 as an...

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Brian is responsible for delivering comprehensive wealth management services to a select group of families and business owners. He helps his client’s simplify the complexities of wealth management, by providing clear explanations...

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Karen Horvath

Director of Marketing and Social Media


As Social Media and Communications Director, Karen’s proactive and highly organized nature contributes to providing clients with an optimal client experience at Horvath Planning & Wealth Management. Her glowing personality Some...

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For more than 2 decades, Terry has helped clients address their financial concerns and develop strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, he has...

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