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Guiding Families and Businesses to Plan, Build, and Preserve Wealth for generations.

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Who We Are

We are Financial Planners at heart with a focus on Active Asset Management to help efficiently guide you to achieve your dreams. We are driven with a dedication to service and are committed to being an active partner in executing your plan.

What We Do

We start by listening and questioning to better understand you, your business, and your family. We focus on your mission and what is important to you.

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  • Asset Management

  • Financial Planning 

  • Business Transition 

  • Estate Planning

  • Philanthropic Strategies

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Horizon Financial Strategies logo

363 Church St. N.

Suite 280

Concord, NC 28025

Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and Horizon Financial Strategies, LLC are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Horizon Financial Strategies, LLC does not offer legal or tax advice.

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