The Horizon Group, a Rochester, N.Y.-based firm with $430 million in client assets, joined Securities Service Network on Tuesday.
Founded in 1993 by Mark Congdon, Horizon concentrates in assisting clients with retirement plans through employers such as Xerox and Kodak. Horizon also works with over 600 individual households, creating financial plans that bring together income, tax, and investment strategies to help clients navigate retirement.
Tom Robison, director of business development at SSN, said the firm was excited to bring Horizon onboard and looking forward to helping the team grow its wealth management business through an expanded menu of resources and solutions. “Like SSN, Horizon is extremely entrepreneurial and its focus on providing an indispensable client experience will make Horizon an excellent addition to the SSN family,” he added.
Prior to joining SSN’s broker/dealer and corporate RIA platform, known as SSN Advisory, on Tuesday, the firm previously cleared through Cadaret, Grant & Co.
“The choice was an easy one. After meeting with [SSN’s President and CEO Wade Wilkinson] and his accommodative team…I am certain the move is in the best interest of our clients,” Congdon, senior partner with Horizon, said in a statement Tuesday on the move.
Following its acquisition in January, SSN operates as a wholly-owned subsidiary of Ladenburg Thalmann Financial Services along with Triad Advisors, Securities America, Investacorp and KMS Financial Services. Together the five firms have approximately 4,000 advisors and $125 billion in client assets.
