Acquisition synergies Horizon Wealth Management was acquired by Trilogy Financial Services in March 2024, creating potential cross-sell opportunities with Trilogy's broader client base and combined $420M AUM, including access to Flagship Wealth Management clients in Boston and Horizon’s Westlake Village presence.

Independent advisory As an independent firm offering objective and unbiased guidance, Horizon presents a compelling value proposition for clients seeking fiduciary advice, suggesting opportunities to upsell planning services, retirement strategies, and family wealth transition planning through expanded service menus.

Tech stack leverage Current tech stack includes Open Graph, FMG Suite, Cloudflare DNS, Font Awesome, JSON-LD, Datadog, Site24x7 and Bootstrap, which can be leveraged to enhance digital marketing, client portals, and analytics for scalable outreach to a wider segmento of high-net-worth prospects.

AUM growth potential With reported revenue in the 10–25 million range and a combined regional footprint post-acquisition, there is potential to accelerate AUM growth through targeted marketing to mid-to-upper income households, retirement planning clients, and families seeking coordinated investment and inheritance planning.

Targeted expansion Joint opportunities exist to expand client acquisition in key states where LPL representatives operate (AL, AZ, CA, FL, GA, IL, IN, KY, MN, MO, NE, NJ, OH, PA, SC, TN, TX, VA, WA) by tailoring outreach to local regulatory nuances and partnering with Trilogy’s nationwide advisor network.