Opening its doors in 1999, Horizon Financial Group was founded with a clear mission: to help others achieve greater confidence, clarity, and direction in their lives. Through wealth planning, investment management, and retirement plans, Horizon’s professional team provides the guidance and support clients need to plan for a better financial future.
“What sets us apart from other firms is our focus on very personal, relational—not transactional—relationships with our clients. We go deep into each client’s personal situation. We are very intentional about solving a client’s specific needs,” says Chief Operating Officer and Partner Brooke Gautreau. “There is not a cookie-cutter approach. We take clients on a guided journey to confidence in their financial lives.”
AT A GLANCE
Top executives: Pete Bush, CFP®, CEPA®, CEO & Financial Advisor; Andy Bush, AIF®, CPFA®, CRPS®, Financial Advisor; Clint Gautreau, CFP®, CIO & Financial Advisor; Brooke Gautreau, COO; and Colby Cypriano Barnett, Compliance Director.
Phone: 225.612.3820
Address: 15015 Jamestown Blvd., Suite 100, Baton Rouge, LA 70810
Website: horizonfg.com
Horizon’s team helps the client clarify their definition of success in their financial journey. What do they want to improve, eliminate, or change? What is their ideal vision about the future? What will make them happy and confident? The team looks at problems, challenges, and obstacles to achieving these goals. With a clear assessment of the client’s starting point, the team can determine what’s working and what’s not; build a plan and lay the tracks to the ideal future; create an action checklist; and act, monitor and adjust the plan. The end goal is a client who feels confident, successful, and thriving in their financial life.
“We enjoy helping others figure things out. There is nothing more satisfying than eliminating a client’s anxieties, worries, and fears around money so he or she can lead a happier, more confident life,” says Pete Bush, Horizon CEO, Partner, and Founder. “When you do that consistently over time—more than 25 years in our case—the word spreads. People start seeking you out as a ‘thinking partner,’ and you have even more opportunities to help.”
Serving clients from the Baton Rouge office is a staff of 13 professionals, including six financial advisors, three who are Certified Financial Planner® Professionals and three who have advanced designations as retirement plan advisors. “As we continue to attract more families and businesses looking for our support and guidance, we are increasingly in conversations with experienced and credentialed advisors and team members about joining us in their next level of professional growth,” says Pete.
Bush and older brother Bill, Financial Advisor and Media Manager, shared Horizon’s forward-thinking approach to retirement planning in a book, The Runway Decade: Building a Pre-Retirement Flight Plan in Your Fifties.
“Many people in their 20s, 30s or even 40s, look at retirement like it’s the end of a runway their plane is taxiing toward. It’s so far in the distance it’s barely a concern,” says Bill Bush. “But something happens when a person turns 50. Retirement becomes real. Suddenly, you are accelerating toward the end of the runway. The weeks and months zip by. Retirement looms closer and closer. The question is, are you ready for a successful takeoff to retirement? The Runway Decade helps people use their 50s to make sure they are prepared.”
Horizon’s success has been strengthened by the continuous growth and collaboration developed within the Horizon Advisor Network. Led by Pete Bush and Colby Barnett, the network includes more than 60 affiliated advisors in 12 states. Those advisors collectively manage, advise, and consult on more than $4.2 billion in client assets under administration. A network-wide investment committee brings together advisors from around the country each month to discuss investment markets, adjustments to client portfolio allocations, and the strategies that each team follows.
Horizon’s leadership and deep bench make wealth management personal, simple, and straightforward for business owners and top executives, pre-retirees, and retirees.
“It’s tailored to you, the way it should be,” Brooke Gautreau said. “As small business owners ourselves, we are uniquely qualified to make sure entrepreneurs and business leaders achieve greater confidence, clarity and direction in their financial lives.”
HORIZON IS LED BY FIVE PARTNERS:
- Pete Bush, CEO, guides and executes the firm’s overall vision and strategy, while continuing to serve and support a select group of clients.
- Andy Bush, Director of Retirement Plans, leads the retirement plan division, collaborating with top industry providers to build custom plans, deliver competitive pricing, and solve complex problems. He also works with select individuals and families on personal financial plans and investment management.
- Brooke Gautreau, COO, focuses on the design and implementation of the firm’s operational objectives and procedures. She collaborates with partners on goal setting and strategic planning, oversees financial and accounting records, manages technology, leads the operations team, and also serves top clients.
- Clint Gautreau, Chief Investment Officer, helps individuals and families achieve their financial goals through holistic, customized financial planning and wealth management solutions. As an Investment Advisor since 2013, he also directs the overall investment policy for the firm, utilizing fundamental research and current market trends to develop investment portfolios tailored to clients’ needs.
- Colby Cypriano Barnett, Director of Compliance, manages all supervision duties, interacting with advisors and their staff, while consulting with Cetera Advisors as needed. Since joining Horizon in 2006, she has been responsible for the daily operations of the OSJ.
