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Our Firm

Horvath Planning & Wealth Management, LLC is a full-service wealth management firm dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family.  We leverage deep industry knowledge, a vast network of specialized services, time-tested investment strategies and a passion for serving you.

Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company.

Our Qualifications

Horvath Planning & Wealth Management offers clients an impressive depth of expertise in financial planning, investment planning, insurance, and estate planning.  For over 24 years, we have provided comprehensive financial advice to hundreds of families.

We hold a variety of professional designations and are well versed in a number of financial disciplines. Our combination of education and experience position us to offer broad-based financial advice our clients can trust.

"People don't really care how much you know, until they know how much you care"