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Adam Storbakken is pleased to be
Introducing HRZN
Wealth Management
Listen now to learn why I'm excited to change firms:
A Note From Adam
Dear Clients and Friends,
I’m excited to welcome you to HRZN Wealth Management.
As I take this next step, I do so with a deep appreciation for the journey that brought me here. I’m especially grateful for my time with Sandvold Financial Group, the relationships built there, and the experiences that helped shape the way I serve clients today. Those years were an important part of my story, and I carry many lessons and memories from that chapter with gratitude.
At the same time, I’m looking ahead with excitement. Through my new partnership with USA Financial Securities, HRZN Wealth Management will have access to a platform designed to provide greater flexibility, expanded resources, and a support structure that helps us continue improving the overall client experience. My goal remains the same: to serve you with care, clarity, and a commitment to helping you move confidently toward what matters most.
The name HRZN is a nod to the word “horizon.” To me, the horizon represents possibility. It’s the place where today meets tomorrow. It reminds us that no matter where we are in life, there is always something ahead worth planning for, working toward, and protecting. For clients, that might mean retirement, family, legacy, and financial confidence from having a plan. HRZN Wealth Management was built with that forward-looking spirit in mind.
This website is the first step in a new journey. Over the coming months, it will continue to grow and evolve with additional resources, insights, and information to better support you.
Most importantly, thank you. Without the trust and loyalty of my clients, this next chapter would not be possible. I’m honored to continue serving you and excited for the new horizon ahead.
Please know that if you have any questions during this transition or as you explore the new website, I welcome you to reach out. And for those visiting HRZN Wealth Management for the first time, I would be grateful for the opportunity to welcome you with open arms and introduce you to a fresh, thoughtful client experience.
With appreciation,
Adam Storbakken
HRZN Wealth Management
About USA Financial Securities
USA Financial Securities is the independent broker-dealer and Registered Investment Advisory firm that supports me and the work I'll be doing with HRZN Wealth Management. They are part of the broader USA Financial family of companies, which includes several affiliated businesses and service divisions designed to help independent financial advisors better serve their clients.
For HRZN Wealth Management, this partnership provides access to a flexible platform, expanded resources, integrated technology, operational support, and a team of professionals working behind the scenes to help improve the overall client experience. Simply put, USA Financial Securities helps give us the tools, structure, and support to serve you with greater confidence, care, and flexibility.
Quick interview recap
Frequently Asked Questions
What is the purpose of the transition?
I've always wanted to call the shots with my own company - that's what's driving this change. I'll have more autonomy for my clients and be able to offer a better client experience.
What changes should clients expect?
You'll get the same service level, same access to me, and same Adam!
There will be some changes to some accounts, and I plan to spend time with each of you to ensure you know what's happening for your specific accounts, as I collect (e-)signatures. I promise to make this as easy and painless as possible.
Why USA Financial?
I love the organization, and the organizational part of the firm - there's always been processes outlined, follow ups to meetings, next steps outlined, etc. That level of detail is really what drew me to USA Financial.
What are you most excited for?
The freedom I'll have to steer financial plans more in a way that I feel is better suited for the client. This will allow me more control over how many touchpoints I get with my client base. That's what "elevated client service level" really means to me.
Adam Storbakken is authorized to transact securities related business and investment advisory services only in states where he/she is properly registered. For investment products and services these states include: AL;FL;HI;MN;ND. For investment advisory services theses states include: MN. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.
USA Financial Securities Form CRS: Form CRS
Adam Storbakken is an investment advisor representative of, and securities and advisory services are offered through, USA Financial Securities, Member FINRA/SIPC, a registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. HRZN Wealth Management is not affiliated with USA Financial Securities.
You can check the background of investment professionals on Broker Check.