Justin Owens
CPA/PFS, CFP®, CKA®
Horizon Advisors LLC
Financial Advisor
Justin Owens
CPA/PFS, CFP®, CKA®
Horizon Advisors LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Justin Owens, CPA/PFS, CFP®, CKA®
Fee-Only financial planner located in Rome, GA, serving clients locally and across the country
Justin Owens is a Rome, GA fee-only financial planner. Horizon Advisors LLC provides comprehensive financial planning, investment management and education planning to help individuals and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Justin Owens is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Justin Owens is a fee-only financial advisor at Horizon Advisors LLC, located in Rome, GA.
Justin has worked in the accounting and financial services business since 2009 when he graduated from Berry College with a degree in accounting. He desires to use his expertise to equip clients to live prepared.
Justin Owens is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
The mission of Horizon Advisors is to equip our clients to live prepared by providing financial planning and investment management services.
We are a fee-only financial planning and investment management firm. We value building genuine relationships with our clients built on the values of integrity, respect, and service.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Justin Owens is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Justin Owens is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Justin Owens is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Justin Owens is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Justin Owens is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
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Justin Owens is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.
Contact Justin Owens
Office Locations:
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37 COVERED SPRINGS DR
ROME, GA 30165
