All Your Retirement Needs, One Place
For over 40 years, Horter Financial Companies has guided countless individuals and families through the complexities of retirement planning. From our beginnings in real estate to the comprehensive solutions we offer today—Wealth Management, Insurance, Tax Planning, and Medicare —we bring every retirement need under one roof.
Our mission is to simplify, coordinate, and secure your financial future, empowering you to live the life you desire.
Building a Legacy
In 1991, after roughly a decade in the industry our founder, Drew Horter, recognized the need for a more comprehensive financial services offering to his clients. This drive sparked the launch of Horter Investment Management, a Registered Investment Advisor (RIA) Firm, and Horter Financial Strategies, the insurance counterpart. As Horter evolved and gained recognition in the industry, Drew's leadership continued to propel the company forward.
Expansion
2009 marks a new venture, as Drew acknowledged the potential to share his growth strategies, he began training financial advisors and insurance agents, imparting the knowledge, strategies, and ethics behind the "Horter Way". This marks the catalyst for the national presence he envisioned, with Horter Investment reaching 300 advisors and $1.4 Billion in assets.
Diversification
In 2022, We expanded our financial services offering through the launch of Horter Tax Planning Solutions. This division focuses on offering comprehensive tax preparation and planning services, addressing an essential aspect of financial management that complements the broader investment and insurance offerings.
Evolution
In 2024, We further expanded into the Healthcare space with the introduction of Horter Medicare Solutions. This move leveraged decades of support and expertise provided to financial advisors, extending it to insurance agents and offering clients a broader spectrum of financial care and planning services.
Unified Vision
The culmination of years of growth and diversification led to the launch of the Horter Financial Companies brand. Our umbrella brand represents a full spectrum of financial solutions, prioritizing integration and simplicity across our divisions. Drew's strategic decisions and innovative mindset have been instrumental in creating a comprehensive suite of financial solutions, ensuring that Horter Financial Companies remains at the forefront of financial solutions providers.
Leadership Team
Drew Horter
Founder
Keith Schmidt
President
Griffin Horter
Director of Strategic Growth
Hayden Horter
Senior Retirement Advisor
Inquire Today
The best way to learn more about us and to see if we’re a good fit is to have a conversation. Call, email, or fill out the form below to speak with one of our team members. We’ll get in touch as soon as possible!