Horton Akred Wealth Management Group
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
Our team focuses on creating customized financial strategies for a select group of families and their businesses based on their specific and unique goals. We seek to embrace all of a client's financial needs. This encompasses wealth management, estate planning services, college funding, retirement income planning, asset and liability management and tax minimization strategies. Our focus is how to help clients best utilize their financial resources in order to achieve their goals. Our mission is to educate and empower clients as they pursue financial independence.
We thoroughly and efficiently build a wealth management strategy with care and understanding, while being committed to providing each client with exceptional service, attention to detail and a pro-active approach. Realizing that time is a precious resource, we strive to free up time for clients so that they can focus on what they love to do most.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
