Berkely Arrants is the Founder of Horizon Advisory Group, LLC, a National personal and business financial planning firm. Her passion for helping people, and her expertise in taking complex situations and making them simple, led her to become a financial planner.
She grew up in London, UK, returned to the United States at 18 for college, and graduated from the University of Pennsylvania with a B.A. in Psychology. In 2000, after the birth of her children, she made the change to financial planning.
It is extremely important to Berkely that clients are informed about the important decisions they need to make regarding their future and the future of those who depend upon them. With that in mind, she works hard to educate her clients so that they have the confidence to move forward with plans that fit their specific situation.
Berkely has been involved in a number of Boards over the years including Volunteers in Medicine, the First Presbyterian Day School, The Houston Children’s Chorus, The University of Pennsylvania Alumni Club of Houston, and she was an Elder at First Presbyterian Church in Hilton Head.
Outside of work, Berkely is devoted to her family and her community. She is married to her husband, Wayne, and has two children, Tucker and Devin. She practices yoga regularly and loves to travel and spend time outdoors.
Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser.
At Horizon Advisory Group, we provide the education, insight, and guidance to help you strategize a plan that will set you on the right path towards your dreams and goals. In doing so, we take the complex and make it simple, we focus on what matters to you, we create a judge-free zone, regardless of past mistakes, and design a plan tailor-made to meet your needs. After all, people are by our very nature custom made, so why should we be satisfied with anything that is one-size-fits-all?
Our straightforward, yet compassionate approach to building financial strategies focuses on you, your unique circumstances, your schedule, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. Whether you are preparing for a milestone life event, such as retirement, the sale of a business or simply looking for financial protection for the future, we promise to offer reliable advice that will help ensure you get on course to achieving your goals, and stay on course as life unfolds.
