Our Mission and Vision

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.

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.  

Part of what makes our firm unique is our dedication to delivering trust, transparency, and accountability. These three words serve as a source of inspiration for everyone on our staff – and they drive what we seek to accomplish for our clients daily.  We are investment fiduciaries, so we do what is in the best interest of our clients, always.  

You can be confident that we will make decisions that are in your best interest – and based on your financial goals and objectives, this is what being a Fiduciary means. When it comes to managing your hard-earned wealth, let your trusted Wealth Advisor help you every step of the way.

It’s important for us to communicate in a clear, straightforward way, giving our clients insight into why we make certain decisions and what the impact will be. Whether it’s disclosing all of the fees associated with your account, providing detailed trade notifications, or taking the time to discuss major economic events with you, we proactively educate clients through open and honest communication.

When we set out to accomplish something, we do it – with integrity and teamwork. We hold ourselves accountable no matter what, which gives our clients financial confidence knowing the team that manages their wealth follows through on their word. And, in turn, when we create your financial plan, we will hold you accountable, too. That mutual sense of responsibility is one of the most important ways we help you pursue your goals.