Our Clients

At our firm, we have the client—and only the client—in mind.

Our advice is based on your specific needs as an individual, family, or small business owner. Our comprehensive team allows us to become your personal financial “CEO”. Your Horvath Planning & Wealth Management’s team possesses the experience and education necessary to serve any client with their unique planning and portfolio needs.

HPWM has specific experience working with a variety of clients, including:

As a high net worth individual, you have specific needs and goals that deserve an approach tailored to your specific situation. At HPWM, we understand the obstacles you face and have targeted experience to help you overcome those trials to pursue and surpass your goals. Learn More.

At HPWM, we appreciate that families have differing priorities and goals than individuals. Our team has specialized experience in working with families to aid them in planning for their children’s future, preserving their wealth and ensuring that their legacy will be passed on to the next generation. A family is a unit, much like HPWM, and we will work hard to plan so your unit can have protection from financial uncertainty. Learn More.

At HPWM, we understand the challenges and uncertainty that lie ahead. Retirement is a lifestyle change, it doesn’t signify the end, but is more like the beginning of something new and exciting. You should be able to look back on your career and know that you can enjoy the fruits of your labor. My expertise, and the expertise of my team, is to prepare you for the certainty of uncertainty. We don’t predict the future, we help our retired clients prepare for the future that lies ahead. Learn More.

As a business owner, you are a breed of your own. With a more intricate and dynamic financial situation, you need someone who has expertise in dealing with your unique financial position. At HPWM, we understand the complexities that come with owning a business and are here to help you organize and plan your financial outlook so that you can focus on what you do best – running your business. Learn More.

At HPWM, we understand the importance of balancing personal and business-related financial issues as a business executive. With our extensive array of resources and tools we can help you coordinate the two realms of your financial situation to make your portfolio work for you, not the other way around. From risk management to executive compensation planning, we can help you organize and protect your wealth. Learn More.

As a professional athlete, you want your success in the game to translate to success in your finances. At HPWM, we understand the complexities that come with having a period of very high income followed by an abrupt drop-off in that income. We can help you plan for the dynamic changes in your financial situation and help you plan your life after your athletic career. Learn More.

Institutions have specific goals they want to reach in their investment strategies, and at HPWM, we combine national resources, extensive experience, and an innovative approach to help your business maximize the value gained from its investing activities. With time-tested strategies and a deep understanding of the markets, you can feel at ease knowing you've partnered with HPWM to help manage your corporate portfolio.