Broker Check

Our Mission and Vision

“Seeking to make financial dreams a reality, one family at a time.”


The mission of Horvath Planning & Wealth Management is to transform the lives of our clients through the power of financial planning.  We strive to build synergistic client relationships and provide objective financial advice. We will use our experience, academic research and intellectual capital to show our clients how to convert their “human capital” into “financial capital”.  Our goal is to deliver our clients “world class” service that exceeds their expectations.

Our Vision

We consider our clients family and that's why our vision is to be the firm of choice for our clients and their families, today, tomorrow and through the coming generations.