A Unified Approach to Retirement Planning
For over three decades, Horter has provided guidance for 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 strive to help simplify your financial planning experience.
Our mission is to simplify, coordinate, and honor your financial wishes—empowering you to live the life you desire. One firm. One team. One powerful approach to your financial future.
Building a Legacy
For more than four decades, our story has been one of steady growth, innovation, and commitment to serving clients with integrity. What began with Drew Horter’s start in the financial services industry evolved into a vision for a more comprehensive, client-focused approach. That vision led to the creation of Horter Investment Management, a Registered Investment Advisor, and its insurance counterpart, Horter Financial Strategies. Over time, our firm expanded to include advisor training, mutual fund solutions, tax services, and Medicare support—each addition designed to better coordinate and simplify the financial lives of those we serve. Today, under one firm and one philosophy, we continue building on that legacy—bringing every element of financial planning together under one roof to help clients pursue their goals with clarity and confidence.
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".
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.
Our brand seeks to provide a spectrum of financial solutions that prioritize integration and simplicity across our divisions. Drew’s hard work and dedication have been instrumental in creating a comprehensive suite of financial solutions, ensuring that Horter Financial Companies remains at the forefront of financial solutions providers.
Horter Financial Companies (“Horter Financial”) includes Horter Investment Management LLC, Tactical Fund Advisors LLC, Horter Financial Strategies LLC, and Milestone Tax Center. Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training or an endorsement by the Securities & Exchange Commission. Horter Investment Management does not provide legal or tax advice. Tax Planning services are provided by Milestone Tax Center. Legal and estate planning services are provided by third-party counsel unrelated to Horter Financial. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Horter Financial Strategies, LLC. For additional information about Horter Investment Management, including about services, fees, risks, and conflicts of interest, please see our firm’s brochure.
Leadership Team
Drew Horter
Founder
Kevin Hetzer
Director of Operations
Griffin Horter
Director of Strategic Growth
Hayden Horter
Retirement Advisor
Inquire Today
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