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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


December Market Update

November saw continued market gains, as all three major U.S. indices rose for the second consecutive month. The S&P returned 5.59% during the month, while the Dow notched a 6.04% return. The Nasdaq also had a solid month, with the technology-heavy index increasing 4.51%. Equity markets were supported by rising optimism from investors that the Fed is set to start slowing the pace of rate hikes in the near future.

Grizzly Bear


The Bear Market is Back - What's Next?

We are now in another downswing in the ongoing bear market. This year, there have been four drops and three rallies—and we are down quite a bit. That doesn’t feel good. But, feel good or not, here we are. So, the real question is: what should we do about it? To figure that out, we need to look at two things.

Woman Shopping for Groceries


Why We’re Not Ready to Call This a Recession (Yet)

By some definitions, a recession is identified by declines in the GDP for two quarters in a row, so you can expect this report to trigger headlines over the next several days indicating that we’re now officially in a recession. But are we?

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