Brand Certified
Growth Horizons Wealth Management
5.0(32 reviews)
Certified by Growth Horizons Wealth Management • Mar 15, 2026
Business Details
601 Quail Valley Drive, Georgetown, TX
78626, United States
Certified by Growth Horizons Wealth Management • Mar 15, 2026
(737) 215-8317
Certified by Growth Horizons Wealth Management • Mar 15, 2026
https://www.growthhorizonswm.com/resource-center/retirement/my-retirement-savings
Certified by Growth Horizons Wealth Management • Mar 15, 2026
About
Certified by Growth Horizons Wealth Management • Mar 15, 2026
Financial PlannerFinancial PlanningInvestment Service
At Growth Horizons Wealth Management, we are a trusted fee-only financial planner committed to empowering individuals, families, and businesses with tailored financial solutions. Our services include financial planning, wealth management, and investment management, all designed to help you work toward your financial goals.
We also specialize in retirement planning, small business consulting, and fractional CFO services to support business growth and financial stability. Whether you're planning for the long term or managing day-to-day finances, our team provides strategies to align with your unique needs and goals.
Contact Growth Horizons Wealth Management today to schedule your consultation and learn how we can support your financial journey.
Details
- Requires appointmentAvailable
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Certified by Growth Horizons Wealth Management • Mar 15, 2026
Growth Horizons Wealth Management
601 Quail Valley Drive, Georgetown, TX
78626, United States
Hours
Certified by Growth Horizons Wealth Management • Mar 15, 2026
Reviews
5.0
32 reviews
5 stars
32
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- KHKristi Hines1 day ago5.0Working with Zach has been such a great experience. He’s incredibly easy to talk to and never once made us feel like we were asking “dumb” questions. He truly understands that not everyone is familiar with the finance world, and he takes the time to explain everything in a clear and thoughtful way. He made the entire process feel simple, stress-free, and even enlightening. It’s rare to find someone who is both knowledgeable and genuinely honest, and Zach and his team definitely check both boxes. I would 100% recommend Zach to anyone looking for a trustworthy financial advisor. I’ve already shared his name with a few friends who are interested!
- CMCall me Mel1 day ago5.0I've had a positive experience so far working with Growth Horizons. Communication has been clear easy to understand and fees were explained transparently up front. They followed through on what was discussed including moving my investments into a 60/40 allocation as planned. I've also found them to be responsive whenever I have questions. it's still relatively early in the process but at this point I feel confident about my financial decisions and the direction we're heading.
- DJDaniel JensenMar 3, 20265.0I’ve been very impressed with Growth Horizons Wealth Management. Zach and Cara are incredibly responsive and thorough, always taking the time to answer questions clearly and make sure everything is well understood. Their approach feels personal and thoughtful, and I’ve felt confident every step of the way. Highly recommend.
- LMLoretta MoreMar 2, 20265.0Working with Zach was incredibly helpful. I came in wanting to review where I stood financially and get a clearer picture of where I'm headed, and he delivered on both. He asked the right questions, didn't make anything feel overwhelming, and gave me practical guidance I could actually act on. The whole experience was seamless thanks to Cara keeping everything organized and on track. Really glad I found Growth Horizons and looking forward to continuing to work with them.
- JSJustin SoulierFeb 13, 20265.0Zach and Cara have been great to work with! We recently had Growth Horizons evaluate our current financial status and plan. Zachs evaluation was thorough, reassuring, and provided some solid advice. Look forward to working with them again in the future!
Frequently Asked Questions About Growth Horizons Wealth Management
How much do I need to save for retirement?
Check out our free retirement savings calculator: https://www.growthhorizonswm.com/resource-center/retirement/saving-for-retirement
Do I have enough saved up to retire?
Check out this free calculator to see if you may out live your retirement savings:
https://www.growthhorizonswm.com/resource-center/retirement/my-retirement-savings
What is my net worth?
Check out our free net worth calculator: https://www.growthhorizonswm.com/resource-center/estate/whats-is-my-current-net-worth
Should I pay off debt or invest?
When you receive some extra money it may be difficult to determine whether you should invest the funds or use them to pay debt. One financial theory suggests that if your after-tax return on investments is greater than the after-tax cost of your debt, you should invest. Use this calculator to help analyze a hypothetical situation:
https://www.growthhorizonswm.com/resource-center/lifestyle/should-i-pay-off-debt-or-invest
Should I buy or lease an auto?
Leasing is one method of acquiring a new auto. Although lease payments may seem attractive at times, it may not always be the best financial decision when compared with purchasing the vehicle. Use the following calculator to help analyze the decision of whether to buy or lease.
https://www.growthhorizonswm.com/resource-center/lifestyle/should-i-buy-or-lease-an-auto
What financial services does Growth Horizons Wealth Management offer?
We provide fee-only financial planning, wealth management, investment management, retirement planning, tax and estate planning, business consulting, and fractional CFO services.
Where is Growth Horizons Wealth Management located?
We are located at 601 Quail Valley Drive, Georgetown, TX 78626.
What are the business hours of Growth Horizons Wealth Management?
Our office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends and major holidays.
Is Growth Horizons Wealth Management a fee-only financial planner?
Yes, we are a trusted fee-only financial planner committed to providing unbiased financial advice without commissions.
Can I schedule an appointment online or visit onsite?
Yes, we offer both online appointments and onsite services, but appointments are required.
How can I contact Growth Horizons Wealth Management for more information or to schedule a consultation?
You can call us at +1 737-215-8317 or email info@growthhorizonswm.com to get in touch.
What nearby services could assist me if I'm visiting Growth Horizons Wealth Management?
Nearby you can find services like Painting and Handyman Solutions for home repairs, Hill International Realty for real estate needs, and CTR Services Air Conditioning & Heating for HVAC support.
Are there nearby professional services that might complement financial planning?
Yes, Heritage Office Suites offers coworking and business spaces, Farier Consulting provides business consulting, and legal services like The Grove Law Firm and Law Office of Alejandro Martinez are nearby.
Which nearby insurance agencies could I consult alongside financial planning?
Brightway Insurance - The Herron Family Agency, Sammi Toy - Impact Insurance Agency, and Goosehead Insurance - Danny Moore are located near our office for additional insurance needs.
What resources does Growth Horizons Wealth Management provide for retirement planning?
We offer free retirement savings calculators and tools to assess if you have enough saved for retirement, accessible on our website at https://www.growthhorizonswm.com/resource-center/retirement.
Brand Certified Facts from Growth Horizons Wealth Management
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Certified March 15, 2026Yext Knowledge Graph
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