Verified recordFinancial Services

Evan Horn

Financial Planner at Heritage Financial Consultants Llc

Based in Hunt Valley, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Hunt Valley

Industry

Financial Services

Company size

110

Contact information

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Email

1 credit

e•••••••@heritageconsultants.com

Phone

5 credits

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Background

About Evan Horn

Evan T. Horn is a CERTIFIED FINANCIAL PLANNER™ Practitioner and associate with Heritage Financial Consultants, LLC. Evan is a graduate of Salisbury State University, holding a degree in Business Administration with a concentration in finance. Evan is licensed as a general securities representative and an investment advisor representative, having affiliated with Osaic Wealth Inc.(formally Lincoln Financial Advisors) in 2001. Since completing his CFP® certification in 2002 with the American College, Evan has been providing comprehensive financial planning to executives, business owners and families. He advises clients in the accumulation, conservation, and ultimate distribution of their assets. He helps them gain control of their financial situation by helping to quantify financial targets, economic costs, and desired results through a detailed planning process. Evan works in conjunction with his clients’ other advisors to determine an appropriate comprehensive financial strategy. In his spare time, Evan enjoys skiing and basketball in the winter and golf and tennis in the summer. Evan is an active contributor to the Chesapeake Bay Foundation and Lab Rescue.

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