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Who We Help


Whether you're planning for retirement, are in the midst of a life transition, or considering what's next in your life journey, we can help.


Insight Financial Horizons is a premier financial services firm on the North Shore of Boston, focusing on helping our clients navigate life’s many crossroads.

What We Do


We are CERTIFIED FINANCIAL PLANNER™ practitioners with more than 50 years of combined industry experience. 


We bring independent advice, exceptional service, a philanthropic spirit, and a world of experience to the financial planning and wealth management process.

Contact Us


(978) 774-2266

150A Andover Street

Suite 4-B

Danvers, MA  01923



Recent News & Events


March Market Update

February was a good month for stocks, with all three major U.S. indices ending the month in positive territory. The S&P 500 gained 5.34 percent in February while the Dow Jones Industrial Average rose by 2.50 percent. The Nasdaq Composite saw the largest gains during the month, with the technology-heavy index up more than 6.22 percent. Technology stocks rallied notably in February, due in part to increased investor optimism surrounding the potential for artificial intelligence-related investments.



2023 Midyear Market Outlook

As we enter the second half of the year, we’ve had several shocks. Inflation is still too high, even as the Fed has continued to raise interest rates in repeated attempts to combat rising prices. Even though we dodged the debt ceiling bullet, a recession is still widely expected. Looking at the headlines, you might expect the economy and markets to be in very bad shape.

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