Local Voices
Horizon Wealth Management in La Grange attend Barron’s invite-only Top Independent Advisors Summit
Ryan Williamson, Paul Fousek and Richard Shanley, principals at Horizon Wealth Management in La Grange, recently attended an invite-only Top Independent Advisors Summit hosted by Barron’s magazine in Phoenix, Arizona. This exclusive annual conference, now in its 5th year, gathers the nation’s pre-eminent financial advisors and industry decision makers.
75 of the top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 26, 2013 issue, were in attendance. This annual ranking is based on the volume of assets overseen by the advisors and their teams as well as the quality of the advisors’ practices.
Workshops conducted at the conference were led by the top 100 independent financial advisors and explored current industry issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.
“We truly felt honored and privileged to be selected guests at this prestigious conference. Attending events such as this conference is just one of many ways Horizon Wealth Management continually works to stay on top of best practices in our industry and best serve our clients,” said Ryan Williamson.
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Horizon Wealth Management currently manages over $250 million of client assets through LPL Financial, the nation’s largest independent broker/dealer. To contact Horizon Wealth Management, call (708) 352-4300 or visit their website at www.horizonwealth.biz.