Our Services

We offer comprehensive investment and financial advice to individuals, businesses, retirement plans, non-profit organizations, and public entities.

Our services include financial planning, retirement planning, pension plan advisory, portfolio management, and asset manager selection. Kingston Horizon Advisors prides itself on its client-centric approach, leveraging its deep expertise and commitment to transparency.

Client-Centric Philosophy

Kingston Horizon Advisors takes pride in its client-centric approach. Every decision we make and every investment strategy we design begins with a deep understanding of our clients’ unique goals, circumstances, and aspirations. We take the time to listen, learn, and collaborate, ensuring that each plan reflects the unique needs of the individuals we serve.

Our role goes beyond simply managing investments — we strive to build lasting relationships based on trust, transparency, and clear communication. Whether guiding families toward retirement security, helping business owners manage workplace plans, or tailoring portfolios for long-term growth, our commitment is always to place the client’s best interests at the forefront.

By aligning our expertise with your vision, Kingston Horizon Advisors delivers personalized strategies that adapt to changing markets and evolving life stages, ensuring you have a partner dedicated to your success at every step of the journey.

“We are here to serve you at every stage of your financial life.”

Comprehensive Financial Planning

“Your Goals. Our Focus.” Comprehensive financial planning is a key service offered by Kingston Horizon Advisors. It is designed to help clients achieve their long-term financial goals through a personalized, holistic approach. This service extends beyond simple investment advice. It addresses every aspect of a client’s financial life to create a comprehensive and effective plan. How Do We Get There? Goal Setting and Assessment Kingston Horizon Advisors works closely with

Pension Plan Advisory

“Your Goals. Our Focus.” Kingston Horizon Advisors (KHA) offers specialized advisory services to pension plans, including both defined contribution (DC) and defined benefit (DB) plans. KHA works closely with plan sponsors and fiduciaries to develop investment policies, select and monitor asset managers, which will help plan sponsors meet their regulatory requirements. The firm’s approach emphasizes prudent portfolio construction, ongoing performance evaluation, and cost-effective investment strategies designed to help plan participants

Asset Manager Selection and Due Diligence

“Your Goals. Our Focus.” Selection of Asset Managers is a specialized service provided by Kingston Horizon Advisors to help institutional clients make informed decisions when choosing professional asset managers for their investment portfolios. This service ensures clients are aligned with the most suitable asset managers based on their unique financial goals, risk tolerance, and investment objectives. The critical components of our Asset Manager Selection Service are: Understanding Client Needs and

Investment Portfolio Management

“Your Goals. Our Focus.” Why Portfolio Management? Managing investments effectively is more crucial than ever in today's rapidly evolving financial landscape. At Kingston Horizon Advisors, we understand that a well-constructed portfolio can help you confidently achieve your financial goals. Whether you’re planning for retirement, saving for your children’s education, or aiming for long-term wealth growth, our portfolio management services are designed to align your investments with your goals. Our Approach