Guardianship/POA
Introduction
At Horizon Advisors, we specialize in supporting certified professional guardians and elder law attorneys with financial guidance tailored to their unique responsibilities. Our practice is built on a deep understanding of fiduciary obligations, regulatory requirements, and the importance of serving vulnerable individuals with care and diligence.
Our Expertise
Horizon Advisors brings a focused, knowledgeable team to the table with:
Extensive experience working with certified professional guardians
Expertise in fiduciary financial management of blocked and un-blocked accounts
A proactive approach to investment planning and cash flow management
Deep collaboration with attorneys and certified professional guardians to navigate the intricacies of each case.
Services Offered
Investment Management: Prudent, customized portfolios aligned with fiduciary duties, whether for blocked or unblocked accounts.
Account Oversight: Ongoing tracking and monitoring of guardian-managed accounts for transparency and accuracy.
Court-Ready Financial Documentation: Detailed reports formatted to meet local court requirements and expectations.
Income & Expense Tracking: Clear systems to ensure client funds are properly categorized, documented, and managed.
Asset Preservation Strategies: Financial planning focused on longevity, stability, and protection of client resources.
Collaboration with Attorneys: Proactive communication and coordination with legal teams to ensure alignment and support across all matters.
Value to Law Firms
Reducing Administrative Burden: We handle the financial legwork so your attorneys can focus on legal outcomes.
Improving Client Outcomes: Certified professional guardians are better equipped to serve their clients with professional financial oversight.
Building Trust: We become a trusted partner your firm can count on again and again.
What Our Clients Say
“Working with Horizon Advisors has made a tremendous difference in how I manage my caseload. Scott, Alex, Ashley, and their team understand the unique pressures certified professional guardians and conservators face, and they consistently provide support and communication that goes way beyond what I ever expected. Their responsiveness and attention to detail have given me peace of mind on even the most complex cases and have exceeded my expectations in managing my clients’ financial assets.”
Certified Professional Guardian, Washington State
“Having a financial partner like Horizon Advisors makes my job easier. They have been an incredible partner for many years and having a trusted resource I know we can rely on allows me to focus on other areas of my practice. Their understanding of both the legal and financial needs of guardianship is a rare and valuable asset.”
Elder Law Attorney, King County
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
Our Partnership Approach
At Horizon Advisors, we don’t just provide financial services, we become a part of your extended team. Our collaborative process is designed to support both guardians and their legal partners through:
Ongoing communication and status updates
Streamlined onboarding for new guardianships
Court-compliant documentation support
Availability for testimony, declarations, and expert input if needed
Getting Started
Partnering with Horizon Advisors is simple. Whether you're an attorney looking for a trusted advisor or a guardian exploring professional financial support, we’re here to help.
1.Schedule a Consultation: We’ll meet to understand your unique needs and how we can support your practice.
3. Ongoing Support: From monthly reports to investment strategy to emergency questions, we’re always a call or email away.