Fee Only Financial Planner and Wealth Manager Located in Houston, TX and Serving Clients Nationwide
Joe Thomson co-founded Horizon Advisors in 1999 in Houston, TX with his business partner, Larry Maddox. Joe’s primary focus at both Maddox, Thomson & Associates and Horizon Advisors is client relationships, consulting, and income and estate tax planning.
Joe Thomson joined Larry Maddox in 1985, and together they started the accounting firm of Maddox Thomson & Associates, P.C. (MTA). Joe began his professional career in 1978 at Peat, Marwick, Mitchell & Co. where he provided tax compliance and consulting services for various individuals and corporations.
Joe Thomson attended the University of Mississippi (Ole Miss), graduating cum laude in 1974 with a Bachelor in Business Administration with a major in Accountancy, and in 1978 with a Juris Doctor degree. Joe is a CPA, a CERTIFIED FINANCIAL PLANNER (CFP), and a registered member of the National Association of Personal Financial Planners (NAPFA).
Joseph Thomson is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Horizon Advisors is a Houston-based, privately owned, fee-only financial advisor established in 1999. Our mission is to develop long-term relationships with thoughtful, successful individuals, families, and organizations to support and assist them in achieving their goals. Our clients include successful professionals who are accumulating their wealth and retirees who are interested in maintaining their current lifestyles and preserving their wealth. At Horizon, we focus on developing a deep and personal understanding of our clients, allowing us to be very proactive and responsive to their unique needs.
We specialize in helping you understand, organize, and manage your often complex financial situations. Our recommendations are independent, objective, and based solely on what is best for you.
The principals of Horizon Advisors have many years of experience serving clients together. They have been serving Houston’s high net worth since 1985, through our partner CPA firm Maddox, Thomson & Associates, P.C.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Joseph Thomson is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Joseph Thomson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Joseph Thomson
Houston, TX 77057