Horizon Ridge Wealth Management, LLC

Horizon Ridge Wealth Management, LLC

We help entrepreneurs & executives dream big, invest wisely, and plan for events such as selling a business, retirement, divorce, and so much more.

Horizon Ridge Wealth Management is a holistic wealth management firm. We focus on helping our entrepreneurs and executives invest wisely and plan for life events such as retirement, divorce, selling a business, investing in new opportunities, and much more. It is our belief that financial planning is more than just numbers, it is your roadmap through each stage of life.

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In life, and business, the simplest answer isn’t always the right answer... We have to put in hard work to find the best answers.

Horizon Ridge Wealth Management, LLC

advocatedaily.com

Entrepreneurs & divorce: the odds are against you

Entrepreneurs & divorce: the odds are against you
#Entrepreneurs #WomenLeaders #ExecutivesAndManagement #Divorce https://hubs.ly/H0hXP_C0

advocatedaily.com Greater Toronto-area family lawyer Andrew Feldstein says having a healthy marriage while starting your own business is a challenge.

articles.bplans.com.via.snip.ly

The Key Elements of the Financial Plan - Bplans Blog

The Key Elements of the Financial Plan
#Business #BusinessGrowth #Solopreneur #Leadership #Entrepreneur https://hubs.ly/H0hXPkJ0

articles.bplans.com.via.snip.ly Whatever type of business plan you're writing, there are a few key financial items that you should definitely include. Here's what they are, why they're important, and how you should create them.

fundera.com.via.snip.ly

Business Exit Strategy: 9 Ways to Move on From Your Small Business

Business Exit Strategy: 9 Ways to Move on From Your Small Business
#ExitStrategies #SmallBusiness #Entrepreneur #WomenLeaders #ExecutivesAndManagement
https://hubs.ly/H0hXPkC0

fundera.com.via.snip.ly Is it time to develop your business exit strategy? See our guide for the many ways you can move on or transition from your small business.

huffpost.com.via.snip.ly

The Toughest Job an Entrepreneur Has Is to Keep Their Marriage Together

The Toughest Job an Entrepreneur Has Is to Keep Their Marriage Together
#Entrepreneur #Solopreneur #ExecutivesAndManagement #Divorce #ProtectYourBusiness
https://hubs.ly/H0hXP_X0

huffpost.com.via.snip.ly Although the figure is highly debated, the general consensus is that approximately 50 percent of marriages end in divorce. You can find stats on various ...

ecjlaw.com.via.snip.ly

Installment Terms for the Business Buyout in a Divorce « Ervin Cohen & Jessup LLP « Taking your business personally.

Installment Terms for the Business Buyout in a Divorce
#ProtectYourBusiness #Divorce #ExecutivesAndManagement #Entrepreneurs https://hubs.ly/H0hXPj_0

ecjlaw.com.via.snip.ly For many divorcing couples, a closely-held business is the most valuable marital asset. In most cases, it is likely that only one spouse will remain with

friendshipcircle.org.via.snip.ly

What Entrepreneurs, Baby Boomers and the Disability Community Have in Common - Friendship Circle - Special Needs Blog

What Entrepreneurs, Baby Boomers and the Disability Community Have in Common
#SpecialNeeds #Disability #Business #SmallBusiness #FinancialPlanning https://hubs.ly/H0hXP-x0

friendshipcircle.org.via.snip.ly When I first said it,” Disability Entrepreneur”, I flinched a little. Can I say that? Is it taboo to even think about putting those two words together? Let me do my best to try to explain why Disability Entrepreneur is not only a great name – but why I think we so desperately need more of... V...

blog.hrwmgmt.com.via.snip.ly

5 Questions Everyone Needs To Answer Before Their Retirement Day…

5 Questions Everyone Needs To Answer Before Their Retirement Day…
#FinancialPlanning #Retirement #Entrepreneur #ExecutivesAndManagement https://hubs.ly/H0hXPjB0

blog.hrwmgmt.com.via.snip.ly Retirement Day can be exciting, nerve racking, or confusing - depending on how prepared you are. Learn how to assess how ready you are for retirement.

entrepreneur.com.via.snip.ly

Why You Need to Reinvest Half of What You Earn Back Into Your Company

Why You Need to Reinvest Half of What You Earn Back Into Your Company
#EnterpriseValue #ExitStrategies #WomenLeaders #EntrepreneursAdviser https://hubs.ly/H0hXP_50

entrepreneur.com.via.snip.ly By putting money back into your business, you can help it grow quickly, learn from your mistakes and allows you to hire people to scale it even more.

What do entrepreneurs need to know about alimony? - Dustin S McCrary, PLLC

What do entrepreneurs need to know about alimony?
#Alimony #Entrepreneur #SmallBusiness #WomenLeaders #ExecutivesAndManagement https://hubs.ly/H0hXPZN0

mccrarylaw.com.via.snip.ly Due to the unique nature of entrepreneurship, many face complex issues that most divorcing couples don’t face.

fortune.com.via.snip.ly

This Is Why Successful Entrepreneurs Choose Startups Over Stocks

This Is Why Successful Entrepreneurs Choose Startups Over Stocks
#VentureCapital #FinancialPlanning #Entrepreneur #SmallBusiness #ScalingUp https://hubs.ly/H0hXPh-0

fortune.com.via.snip.ly It's all about control.

guidantfinancial.com.via.snip.ly

How to Make Inheriting a Family Business Work for You

How to Make Inheriting a Family Business Work for You
#ExitStrategies #EntrepreneursAdviser #ScalingUp #FinancialPlanning #SmallBusiness https://hubs.ly/H0hXPZ50

guidantfinancial.com.via.snip.ly If you find yourself inheriting a family business, there are a few steps you can take to ensure the process goes smoothly and the business is on solid footing.

The First 5 Things Every Entrepreneur Should Invest In
#Entrepreneur #SmallBusiness #ExecutivesAndManagement #InvestmentManagement https://hubs.ly/H0hXPjr0

forbes.com.via.snip.ly

10 Reasons Why Financial Plans Aren't Just For The 1%

10 Reasons Why Financial Plans Aren't Just For The 1%
#FinancialPlanning #SmartChoices #Entrepreneur #EntrepreneursAdviser #ExecutivesAndManagement #WomenLeaders
https://hubs.ly/H0hXPYX0

forbes.com.via.snip.ly Less than a third of Americans have a financial plan, even though studies show that having one, even at lower income levels, leads to greater wealth.

reviewjournal.com.via.snip.ly

40 secrets only divorce attorneys know

40 secrets only divorce attorneys know
#Divorce #ProtectYourBusiness #DivorceSecrets #Entrepreneur #WomenLeaders https://hubs.ly/H0hXPYD0

reviewjournal.com.via.snip.ly Although divorce can get you out of an unhappy marriage, it can also milk you for all you are worth if you don't know your rights. Check out these 40 secrets from top divorce attorneys to help you ...

reasontobake.com

The Next Movement: Special Needs Entrepreneurs Building Change-Making Businesses

The Next Movement: Special Needs Entrepreneurs Building Change-Making Businesses
#SpecialNeeds #Disabilities #Entrepreneur #SmallBusiness #ScalingUp https://hubs.ly/H0hXPY90

reasontobake.com The next movement in young entrepreneurship is taking place in the special needs community. Here is part three of our special five-post series, highlighting some cool businesses doing cool things.

forbes.com.via.snip.ly

Successful Entrepreneurs Don't Have An Exit Strategy

Successful Entrepreneurs Don't Have An Exit Strategy
#ExitStrategy #SuccessfulEntrepreneurs #Entrepreneurs #WomenLeaders #ExecutivesAndManagement #Business #BusinessGrowth
https://hubs.ly/H0hXPZ20

forbes.com.via.snip.ly No company should be founded simply to be sold.

forbes.com.via.snip.ly

Wall Street In 2018: It's Time To Pay More Attention To Private Equity Stocks

Wall Street In 2019: It's Time To Pay More Attention To Private Equity Stocks
#PrivateEquity #Entrepreneur #StockMarket #InvestmentManagement https://hubs.ly/H0hXPXY0

forbes.com.via.snip.ly Would you rather own one share of Goldman Sachs, or a portfolio containing the following stocks: Apollo, Ares, Blackstone, Carlyle, KKR and Oaktree? Right now the PE stocks are cheaper, but that may soon change.

blog.hrwmgmt.com.via.snip.ly

Divorce Financial Planning vs Traditional Financial Planning

Divorce Financial Planning vs Traditional Financial Planning
#Divorce #FinancialPlanning #Entrepreneur #SmallBusiness #EntrepreneursAdviser https://hubs.ly/H0hXPXH0

blog.hrwmgmt.com.via.snip.ly If you are recently divorced and need to get your finances back on track then read this article about divorce financial planning.

forbes.com.via.snip.ly

7 Ways For Entrepreneurs To Find Investors And Raise Millions

7 Ways For Entrepreneurs To Find Investors And Raise Millions
#PrivateEquity #VentureCapital #WomenLeaders #ExitStrategies #SmallBusiness https://hubs.ly/H0hXPfq0

forbes.com.via.snip.ly No matter how great your product or business idea, how lean you can operate, and how big you’ve grown already, more capital and financial leverage will almost inevitably be a necessity.

forbes.com.via.snip.ly

Most Successful Entrepreneurs Have Out Of Date Estate Plans

Most Successful Entrepreneurs Have Out Of Date Estate Plans
#EstatePlanning #Entrepreneur #SmallBusiness #ExecutivesAndManagement https://hubs.ly/H0hXPg30

forbes.com.via.snip.ly For a sizable number of successful entrepreneurs, their estate plans are likely outdated. In order to attain the greatest benefits from estate planning, you need to stay on top of the matter and revise your estate plans when appropriate.

forbes.com.via.snip.ly

The Facts Of Family Business

The Facts Of Family Business
#FamilyBusiness #SmallBusiness #Entrepreneur #ProtectYourBusiness https://hubs.ly/H0hXPdH0

forbes.com.via.snip.ly Fact: Family businesses generate over 50% of the US Gross National Product (GNP) Fact: Less than one third of family businesses survive the transition from first to second generation ownership. Another 50% don’t survive the transition from second to third generation. From Berkshire Hathaway and Wa...

forbes.com.via.snip.ly

Why Strategic Investment Isn't Always A Good Strategy For Startups

Why Strategic Investment Isn't Always A Good Strategy For Startups
#SmallBusiness #Entrepreneur #ExecutivesAndManagement #Strategy https://hubs.ly/H0hXPWz0

forbes.com.via.snip.ly Big corporations are hungry to invest in startups today, from tech giants like Google to companies such as Comcast and GM. Whether that money is good for entrepreneurs, however, is much more complicated. Here's a comprehensive look at how strategic investment works.

forbes.com.via.snip.ly

How Divorcing Women Entrepreneurs Can Get What They Deserve

How Divorcing Women Entrepreneurs Can Get What They Deserve
#WomenInTech #WomenLeaders #Entrepreneur #Divorce #EntrepreneursAdviser https://hubs.ly/H0hXPd60

forbes.com.via.snip.ly In this excerpt from her new book, 'Money Confidence,' Kerry Hannon offers essential advice for women entrepreneurs who are getting divorced

blog.hubspot.com.via.snip.ly

Here's How to Value a Company [With Examples]

Here's How to Value a Company
#EnterpriseValue #ScalingUp #Entrepreneur #SmallBusiness #PrivateEquity https://hubs.ly/H0hXPX20

blog.hubspot.com.via.snip.ly What’s your company worth? Learn how a company is valued and why valuations are important for entrepreneurs, business owners, employees, and potential investors.

info.hrwmgmt.com.via.snip.ly

Retirement Income Special Report- Horizon Ridge Wealth Management

Retirement Income Special Report- Horizon Ridge Wealth Management https://hubs.ly/H0hXPcD0

info.hrwmgmt.com.via.snip.ly Our special report helps you prepare a plan to replace your current paycheck once you retire. Provided by Horizon Ridge Wealth Management, Ashburn, VA.

blog.hrwmgmt.com.via.snip.ly

How Much Is A Penny Saved Worth To You?

How Much Is A Penny Saved Worth To You?
#Money #InvestmentManagement #Entrepreneur #ExecutivesAndManagement https://hubs.ly/H0hXPVb0

blog.hrwmgmt.com.via.snip.ly How much is a penny saved worth to you? This article explains how saving a penny, and later a dollar, can compound over time into more than you realize.

entrepreneur.com.via.snip.ly

7 Ways to Rebuild Your Financial Life Post-Divorce

7 Ways to Rebuild Your Financial Life Post-Divorce
#Divorce #ProtectYourBusiness #WomenLeaders #SmallBusiness #Entrepreneur https://hubs.ly/H0hXPc20

entrepreneur.com.via.snip.ly For most people, nothing in their life will be as expensive as their divorce.

Who Should Manage Your Child's Special Needs Trust? - FamilyConnect: for parents of children with visual impairments

Who Should Manage Your Child's Special Needs Trust?
#SpecialNeeds #Disabilities #Trusts #EstatePlanning #Entrepreneur #SmallBusiness https://hubs.ly/H0hXPcR0

familyconnect.org by http://www.familyconnect.org/parentsite.asp?SectionID=81&SubTopicID=146&DocumentID=4389 Steve Morris

thestreet.com.via.snip.ly

What Is Private Equity? What to Know Before Investing

What Is Private Equity? What to Know Before Investing
#PrivateEquity #ExecutivesAndManagement #Entrepreneur #SmallBusiness https://hubs.ly/H0hXNtb0

thestreet.com.via.snip.ly Private equity is essentially capital or shares of ownership that are not publicly traded.

evestment.com

Investment Statistics Guide | eVestment

Investment Statistics Guide | eVestment
#InvestmentManagement #StockMarket #Entrepreneur
https://hubs.ly/H0hXNPy0

evestment.com The purpose of the eVestment Guide to Investment Statistics is to assist you in gaining a better understanding of how to derive meaningful conclusions from investment statistics. It is not only a glossary of investment statistics, but it is also manual on the usage of key investment statistics.Learn...

forbes.com

Using Employment Plans To Prevent Succession Setbacks In A Family Business

Using Employment Plans To Prevent Succession Setbacks In A Family Business
#SmallBusiness #FamilyBusiness #Entrepreneur #ExitStrategies #Leadership
https://hubs.ly/H0hXNPp0

forbes.com Without thoughtful employment planning, families increase the risk of succession planning failures. Read three tips to successful employment planning.

info.hrwmgmt.com.via.snip.ly

Exit Planning: Find Out When To Sell Your Business For The Maximum Price

Exit Planning: Find Out When To Sell Your Business For The Maximum Price
#ExecutivesAndManagement #Entrepreneurs #WomenLeaders #Partnerships
https://hubs.ly/H0hXPbX0

info.hrwmgmt.com.via.snip.ly Exit Planning can be a nerve racking process, especially as you prepare to transition into retirement. This special report peels back some of the concerns of every business owner is thinking about before, during, and after they sell their business.

forbes.com.via.snip.ly

The Entrepreneurial Spouse: The Vital Role Of The Significant Other

The Entrepreneurial Spouse: The Vital Role Of The Significant Other
#Entrepreneur #SmallBusiness #EntrepreneursAdviser #ExecutivesAndManagement https://hubs.ly/H0hXNsl0

forbes.com.via.snip.ly One of the most critical (and most unsung) roles in an entrepreneurial company is not the founder or owner—it’s the role of that person’s significant other or spouse. This has always been true, but the challenges (and importance) of these individuals is even greater and more crucial in the cha...

Our Story

Dreams are only limited by your imagination. At Horizon Ridge Wealth Management we believe financial planning is more than just numbers, it is your roadmap through each stage of life. The team at Horizon Ridge Wealth Management helps rapid growth businesses & their executive leadership work through the struggles of scaling their business and growing their personal wealth by strategically helping them build value and integrate their personal and business plans together…

We are the Entrepreneur’s Adviser™…

While our team’s educational background is critical in problem solving, it is our ability to relate to our entrepreneur and business executive clients that help each client know they are not alone…

We pride ourselves on not being like any other financial planning, or private wealth management firms…

Engrained in our DNA and our proprietary processes is our innate ability to help you cut through the noise and zero in on the things that matter most in your personal life and within your business…

For our enterprise clients we collaborate, outline, and work with your team to deploy an enterprise value growth strategy across four pillars of your company: people, process, communication, and customer…

For our business executives we partner with you to integrate your business goals with your personal goals in order to optimize monetary outcomes, minimize taxes, protect yourself and family from external forces, and help you grow your personal wealth…

We stay on top of today’s quickly changing social and economic market trends by continually engaging our carefully cultivated network of professionals and resources. In order to provide our clients with up-to-date information as events unfold we try to stay informed of changes in regulations and trends within investing, financial planning, value growth concepts, micro & lower middle market valuations, and tax strategy…

Every team member, regardless of tenure or experience, is encouraged to contribute ideas and discover solutions. While we may be the “newer kid on the block”, our decades of experience and inherent values make us a vital addition to the financial industry. We live our vision and mission everyday.

We seek to provide personalized service to business owners throughout every stage of their life. Living our mission requires us to deliver these services according to our core values:

Integrity. It is our belief that above all, we must do our jobs with integrity. We understand that we need to earn your trust, then keep it, through the length of our relationship.

Transparency. Sadly, transparency has become almost optional in financial services, to the point where regulatory bodies have had to define what the relationship between a client and their advisor should look like. At Horizon Ridge Wealth Management, we will always be transparent in all aspects of our relationship with you. That means we will clearly explain our fees and how we get paid, be clear in how we work with you, and also disclose any potential conflicts of interest to you, both verbally and in writing.

Continuous Learning. Learning does not stop when we leave school. To our employees learning is something that happens all the time, everyday. This is why our staff and team of advisors rigorously push themselves to search for, absorb, and disseminate vast amounts of content. To this end, some members of the team have multiple credentials and degrees, write for our blog, or are showcased in our podcasts. This allows the team to share what they have learned with those interested in bettering themselves personally and professionally.

Passion. Passion is not hard to measure or difficult to observe. You can see it in those who get up everyday and push through the tough times so they can make a difference. You can see it in those who don’t think of each day as “the grind”. At Horizon Ridge Wealth Management, our internal drive comes from knowing we can positively impact individual lives using our proprietary approaches to personal and business planning. We serve those who are ready to roll up their sleeves and challenge the status quo.

For more information about our services or to read our blog visit www.hrwmgmt.com

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20130 Lakeview Center Plaza
Ashburn, VA
20147

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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