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13115 55th Avenue North, Plymouth, MN 55442

763-242-3724
adam@hrznwealth.com
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Let's Make Your Money Work For You

Whether you're just getting started or rethinking your retirement, I'm here to help you make informed decisions and feel good about your financial direction.

What I do
Financial Guidance That Meets You Where You Are

No matter where you are on your financial journey, I work with you to build a plan that makes sense for your life — not someone else's. Think of me as a sounding board, a strategist, and an advocate all in one.

WELCOMEYour Goals, Your Plan, Your Terms

WELCOME
Your Goals, Your Plan, Your Terms

I got into this work because I believe everyone deserves a financial professional who actually listens. Before I build any strategy, I want to know what keeps you up at night, what gets you excited, and what "success" really looks like for you. From there, we work together to create a plan that evolves as you do.

My Services
The Support You Need, When You Need It

Life doesn't come in neat categories, but having the right support in the right areas can make a real difference. Here's how I can help.


Portfolio Management

I'll help you build a portfolio that reflects your goals and risk tolerance — and keep a close eye on it as things change.

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Retirement Planning

Retirement looks different for everyone. Let's map out what yours could look like and build a strategy designed to help you get there.

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Risk Management

Life throws curveballs. I'll help you identify potential risks and put strategies in place so you're better prepared for the unexpected.

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Life Insurance

Life insurance is one of those things people know they should think about but often put off. I'll help you figure out what makes sense for your situation.

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Social Security Strategies

There are a lot of ways to approach Social Security, and timing matters. I'll walk you through your options so you can choose with confidence.

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Cash Flow Analysis

It's hard to plan for the future if you're unsure where your money is going today. Let's get a clear view of your cash flow and find opportunities.

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Extended Care Strategies

No one likes thinking about long-term care, but planning for it now can help protect everything else you've worked to build.box-empty

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Small Business Guidance

Running a business is a financial journey of its own. I help business owners connect the dots between their personal and professional goals. box-empty

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Social Security Strategies

There are a lot of ways to approach Social Security, and timing matters. I'll walk you through your options so you can choose with confidence. box-empty

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Charitable Giving

If generosity is part of your story, let's make sure your giving is as strategic as it is meaningful.

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Cash Flow Analysis

It's hard to plan for the future if you're unsure where your money is going today. Let's get a clear view of your cash flow and find opportunities. box-empty

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Education Strategies

Saving for education is a big goal for a lot of families. I'll help you explore the options that make the most sense within your larger plan.box-empty

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Schedule Now To Get Started
About My FirmReal Conversations. Real Strategies. Real Guidance.

About My Firm
Real Conversations. Real Strategies. Real Guidance.

I started this practice because I believe financial planning should feel approachable — not intimidating. Over the years, I've had the privilege of working with people from all kinds of backgrounds, and the common thread is always the same: they want someone who will be straight with them. That's exactly what I do. I take the time to understand your world, explain things in plain language, and build strategies that actually fit the life you're living. No jargon, no pressure — just honest guidance from someone who's genuinely in your corner.

The Process
Simple, Straightforward, and Built Around You

I don't believe in overcomplicating things. My process is designed to be clear from day one so you always know what to expect.

1.Discover
Start With a Conversation

We'll sit down, get to know each other, and dig into your financial life — your goals, your concerns, and everything in between.

2. Design
Map Out Your Strategy

I'll put together a personalized financial strategy based on everything we've discussed — one that actually fits your life.

3. Deploy
Stay the Course Together

Your plan isn't a one-and-done document — I'll be right there with you to adjust, refine, and keep things moving in the right direction.

Start Your Journey

Resources
Good Reads, Smart Thinking

I like sharing ideas that help my clients think differently about money and life. Browse the latest articles, guides, and insights below.

Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.
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Financial Strategies for Women

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
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Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.
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Get Started
Let's See If We're a Good Fit

No pressure, no obligations — just a real conversation about where you are and where you'd like to go. I'd love to hear your story.

Start Your Journey