What Does Horizon Financial Group Do?

Total employees23
HeadquartersBaton Rouge
Founded1999

Horizon Wealth Management is a financial advisory firm dedicated to providing personalized financial planning and wealth management services. They work with individuals, families, and businesses to develop strategies for wealth accumulation, preservation, and transfer. Their services typically include investment management, retirement planning, estate planning, risk management, and tax strategies, all tailored to meet the unique needs and objectives of their clients. The firm emphasizes a client-first approach, focusing on long-term relationships and customized financial solutions.

Where Is Horizon Financial Group's Headquarters?

HQ Function

Serves as the main administrative and operational hub for the firm, housing key leadership, financial advisors, and support staff. It's a central point for client meetings, strategic planning, and a base for its regional operations.

Notable Features:

The headquarters is likely a modern office space equipped with private consultation rooms for client confidentiality, advanced financial technology infrastructure, and collaborative workspaces for its team. Specific architectural details are not widely publicized.

Work Culture:

The work culture at Horizon Wealth Management's headquarters likely fosters professionalism, integrity, continuous learning in financial markets, and a strong client-centric service ethic. A collaborative environment is expected among advisors and operational teams to deliver comprehensive financial solutions.

HQ Significance:

The Baton Rouge headquarters is significant as it's the foundation of the firm's operations and growth, anchoring its presence in Louisiana and serving as a central point for its expanding network of offices in other states.

Values Reflected in HQ: The headquarters' professional environment, secure facilities, and client meeting spaces aim to reflect the firm's core values of trust, expertise, client confidentiality, and personalized service.

Location:

Horizon Wealth Management primarily operates within the United States, with a strong presence in Louisiana and offices in Texas and Florida. Their services are focused on domestic clients, although they may manage globally diversified portfolios and assist clients with international financial considerations through established custodial partnerships. The firm does not currently maintain physical office locations outside of the USA.

Street Address:

8070 Siegen Lane

City:

Baton Rouge

State/Province:

LA

Country:

USA

Where Else Does Horizon Financial Group Operate Around the World?

Lafayette, LA, USA

Address: 110 Travis Street, Suite 126, Lafayette, LA 70503

To provide localized, accessible financial advisory services and support the economic growth of individuals and businesses in southwestern Louisiana.

Metairie (New Orleans area), LA, USA

Address: 3900 N. Causeway Blvd, Suite 1200, Metairie, LA 70002

To cater to the diverse financial needs of clients in a major Louisiana economic hub, including retirement planning, investment, and estate strategies.

Houston, TX, USA

Address: 10000 Memorial Drive, Suite 250, Houston, TX 77024

Expanding the firm's footprint into Texas, offering its expertise in a major financial and energy sector center to a new client base.

Destin, FL, USA

Address: 4605 Gulfstarr Drive, Suite 205, Destin, FL 32541

Serving the growing financial needs of the Destin community and surrounding coastal areas, focusing on wealth preservation and growth.

Buying Intent Signals for Horizon Financial Group

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Horizon Financial Group? Meet the Executive Team

As of April 2025, Horizon Financial Group' leadership includes:

Pete Bush, CFP® - Co-Founder, CEO
Greg Curry, CFP®, AIF® - Co-Founder, President
Andrew Ohlsen, CFP®, CFA - Chief Investment Officer
Scott Georgius, CFP®, ChFC® - Director of Financial Planning
Michelle Gautreau - Director of Operations

Who's Investing in Horizon Financial Group?

Horizon Financial Group has been backed by several prominent investors over the years, including:

Horizon Wealth Management is a privately held company. Specific information regarding its equity investors or funding rounds is not publicly disclosed.

What Leadership Changes Has Horizon Financial Group Seen Recently?

Hire0
Exits0

In late 2023, Horizon Wealth Management announced several key internal promotions to strengthen its leadership team, including Andrew Ohlsen to Chief Investment Officer, Scott Georgius to Director of Financial Planning, and Michelle Gautreau to Director of Operations. No publicly announced external executive hires or departures were found in the last 12 months.

New Appointments:

Andrew Ohlsen, Andrew Ohlsen promoted to Chief Investment Officer, recognizing his expertise and contributions to the firm's investment strategies.
Scott Georgius, Scott Georgius promoted to Director of Financial Planning, enhancing leadership in client advisory services.
Michelle Gautreau, Michelle Gautreau promoted to Director of Operations, overseeing the firm's operational efficiency.

What Technology (Tech Stack) Is Used byHorizon Financial Group?

Discover the tools Horizon Financial Group uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Horizon Financial Group Email Formats and Examples

Horizon Wealth Management likely utilizes standard professional email formats for its employees, typically combining the employee's name with the company domain '@horizonwealth.com'. Common variations include first initial followed by last name, or first name separated from last name by a period.

Common formats include [first_initial][last]@horizonwealth.com (e.g., jsmith@horizonwealth.com) and [first].[last]@horizonwealth.com (e.g., john.smith@horizonwealth.com).

Format

pbush@horizonwealth.com

Example

80%

Success rate

What's the Latest News About Horizon Financial Group?

Horizon Wealth ManagementNovember 2, 2023

Horizon Wealth Management Announces Promotions of Key Team Members

Horizon Wealth Management announced the promotions of Andrew Ohlsen to Chief Investment Officer (CIO), Scott Georgius to Director of Financial Planning, and Michelle Gautreau to Director of Operations. These promotions reflect their valuable contributions and leadership roles within the organization, positioning the firm for continued growth and enhanced client service....more

Horizon Wealth ManagementApril 4, 2023

Pete Bush of Horizon Wealth Management Named to Forbes Best-In-State Wealth Advisors List

Pete Bush, Co-Founder and CEO of Horizon Wealth Management, was named to the Forbes Best-In-State Wealth Advisors list for 2023. This prestigious recognition by Forbes underscores his dedication to providing exceptional financial guidance and personalized service to his clients in Louisiana....more

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