Berkely Arrants CFP®, CIMA®, CRPC®
Founder · Financial Planner & Wealth Manager
CERTIFIED FINANCIAL PLANNER™ Professional
Berkely Arrants is a Certified Financial Planner™ professional with over 25 years of experience in the financial services industry. She is the Founder of Horizon Advisory Group, LLC, a national personal and business financial planning and wealth management firm.
Berkely believes that clients need to be well-informed about the important decisions they face, not only for themselves but also for those who depend upon them. She works hard to educate her clients so that they have the confidence to move forward with plans that fit their specific situation. She is known for her clear communication style, her ability to simplify complex financial concepts, and her commitment to helping her clients achieve their goals.
She grew up in London, UK, and returned to the United States for college, where she graduated from the University of Pennsylvania with a B.A. in Psychology. Berkely has been involved in several Boards over the years including Volunteers in Medicine, the First Presbyterian Day School, The Houston Children’s Chorus, The University of Pennsylvania Alumni Club of Houston, and she was an Elder at First Presbyterian Church in Hilton Head.