Who We Are

Personal financial security is a high priority for most people. They’re eager for advice about their retirement, estate plans, insurance, emergency funds, liabilities and asset allocation. Today’s financial conditions require a holistic approach – looking at an individual’s entire financial picture, not just one aspect. Working with a Certified Financial Planner™ professional is assurance that he or she is a credentialed specialist who does just that, and performs to high ethical and professional standards. Through our relationship with LPL Financial, Horicon Wealth Management can provide access to quality financial planning strategies, giving our valued clients the advantage of handling all their financial needs in one convenient place.

We are passionate about what we do for clients and thrive on building lifelong relationships with people. We are able to truly help individuals and their families pursue their financial goals and dreams. We feel it is important to spend additional time with our clients to educate them so they understand the process of financial planning and feel confident about the strategies we decide to implement together as a team.

We employ a Certified Financial Planner, CFP®

our Services

Estate Planning

Transfer assets according to your wishes to the people and charities you care about most.

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Financial Planning

Financial Planning takes the guesswork out of managing your finances and helps you understand the implication of each financial decision you make.

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Investment Planning

Management of your assets to help pursue your specific investment goals. Create a personalized portfolio with a goal to help grow your wealth at the right level of risk to pursue your goals.

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Retirement Savings and Income Planning

Develop and maintain long term retirement strategies with a goal to build retirement wealth to ensure you work toward all your retirement needs.

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Risk Management and Insurance Planning

Identify potential risks and create strategies with a goal to avoid or minimize impact.

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Tax Strategies

Prepare tax planning strategies to manage short term and long term tax liabilities.

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Let us help you understand your options!
Call our office toll free at  844.528.7319   or   920.485.7319

1207 West Johnson Street
Fond du Lac, WI 54937
Monday – Friday: 8:30 AM - 5:00 PM

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Horicon Bank and Horicon Wealth Management are not registered broker / dealer (s) and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of AZ, FL, KS, MI, WI.