Personalized Investment Management for Individuals and Families.
We do the financial worrying so you can pay attention to what's important in your life.

Pacific Horizon Investment Management is an independent Registered Investment Advisor (RiA) with a focus on bringing clarity to your financial life through life’s ever-changing transitions. As a fiduciary, we are held to the highest standards in the financial planning and investment advice industry and the recommendations we make are based solely on helping you best reach your financial goals - always.

Guiding our clients through complex life transitions (divorce, widowhood, social security/retirement, financial windfall, job change) and keeping you on track financially is our primary focus.  With more than 20 years of wealth management experience, we are passionate about helping individuals and families plan for their futures and avoid investment missteps. As investment specialists, we help cut through the noise, clarify priorities, and sort out the myriad investment options to design a comprehensive, tailored plan so that you can instead focus on what’s truly important to you. Our clients feel informed, confident, and reassured as they enter the next phase of their life.

We invite you to explore our site and reach out if we can help you navigate your finances and create a pathway that takes you from where you are to where you truly want to be.

Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, RIAs are held to the highest standard of care – and are required to act in the best interests of their clients at all times. They are registered with either the Securities and Exchange Commission or state securities regulators.

Pacific Horizon Investment Management, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.