Michael Congdon Email & Phone Number

As the Chief Executive Officer and Chief Compliance Officer at Horizon Financial, I balance the strategic vision of a CEO with the detail-oriented responsibility of a CCO, always ensuring our SEC-registered Registered Investment Advisor firm provides top-quality, ethical, and compliant asset management and financial planning services to our clients.Bringing an analytical and results-oriented approach to the role, I am continuously committed to the growth and financial success of our business. I firmly believe that by focusing on these key areas, we can deliver unparalleled services to our clients, and consistently exceed expectations.My primary responsibilities involve setting the overall strategy for the business, ensuring its effective execution, and managing the financial performance of the firm. But beyond the mechanics of the business, I also maintain a sharp focus on meeting our ethical and compliance obligations. To me, this is more than a responsibility – it's a commitment to our clients that their financial futures are in the safest possible hands.Our mission at Horizon Financial is to help our clients achieve their financial goals, and I am proud to lead a team that shares this commitment. Through meticulous planning, strategic decision-making, and careful attention to both risk and opportunity, we strive to exceed expectations for clients anywhere money touches life.Advisory products and services offered by Investment Advisory Representatives through Horizon Advisory Services, Inc., a SEC Registered Investment Advisor, doing business as Horizon Financial Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. | Private Client Services and Horizon Advisory Services, Inc. are unaffiliated entities.

Listed skills include Data Analysis, Financial Analysis, Finance, Equities, and 29 others.