Horizons Financial Group Inc., a faith-based financial planning services company in Birmingham, Ala., has joined LPL Financial’s broker-dealer and corporate registered investment advisor platforms, LPL announced today.
Horizons was formerly with Triad Advisors, part of the Advisor Group network of broker-dealers. It joins LPL with roughly $375 million in brokerage, advisory and retirement plan assets.
The firm was co-founded in 2006 by its CEO, James Nix Jr., and its chief investment officer, Michael Mashburn.
Horizons focuses on values-based financial planning services. "We are grounded in Christian values and consider this a ministry of service, to help our clients work toward the stress-free retirement that they want and deserve," Nix said in a press release.
The Horizons team also includes James Carter, chief operating officer, and Andrew Dean, operations manager.
Nix, Mashburn and Carter have known each other since 1986, when they worked in the investment division of Central Bank of the South. Collectively, they have 93 years of financial services experience.
LPL Financial, headquartered in Ft. Mill, S.C., San Diego and Boston, is the country's largest independent broker-dealer.