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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.
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.
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.
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.
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.
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.
8070 Siegen Lane
Baton Rouge
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.
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.
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.
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.
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As of April 2025, Horizon Financial Group' leadership includes:
Horizon Financial Group has been backed by several prominent investors over the years, including:
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.
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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
Horizon Wealth Management • November 2, 2023
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 Management • April 4, 2023
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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