Wealth Advisors

Invest in your vision for the future.

HORNE Wealth Advisors offers the personalized investment management and wealth planning you need to see your plans through.

Wealth Advisors
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Market timing and active trading, on average, cost investors up to 6.5% per yearTo make your dreams a reality takes more than more investing. Choose a wealth advisor who will help you take the right steps.

Building wealth requires focus, commitment and purpose. Making sure that it can meet your lifelong savings and stewardship goals requires wise financial strategies and a disciplined investment approach.

For individuals with at least $1 million in investable assets, HORNE Wealth Advisors offers personalized, independent guidance designed to convert vision into reality. Clients entrust the supervision of their portfolio to us because we offer evidence based investment management and advanced wealth planning, and full transparency on costs and expectations. We operate with the highest fiduciary standards, advising you as we as we advise ourselves. Decisions are designed to serve your near and long-term interests.

Our process driven, tax managed investment philosophy is based on broad diversity, structured market exposure and appropriate risk. We manage portfolios holistically with investment knowledge, clarity about your financial picture and a genuine commitment to helping you reach your goals, even as your life continues to change.

Closely Held Businesses

HORNE Wealth Advisors helps to support the retirement planning needs of owners and their employees with a common sense, holistic approach that balances risk, cost and performance.

Individuals and Families

HORNE Wealth Advisors helps high net worth individuals and families meet long-term wealth planning goals with wealth enhancement, transfer, protection and estate strategies.

Institutions and Trusts

HORNE Wealth Advisors provides sophisticated wealth enhancement and investment management for foundations or institutions focused on using their assets to do good.