Fiduciary Insight, LLC, is an independent investment advisory, fiduciary consulting and retirement plan services firm providing Objective Fiduciary Guidance. We are a Registered Investment Advisor (RIA) with clients throughout the United States. Our team of investment advisory, fiduciary consulting and retirement plan services professionals provides objective consulting and investment advisory guidance to high-net-worth individuals and their families, institutions such as endowments and foundations, and retirement plan administrators on strategies to help preserve and grow capital.
David A. Horn is a Fiduciary Consultant and owner of Fiduciary Insight, serving the investment, insurance, and wealth management needs of clients in Green Bay and the surrounding area.
David has been in practice since 2005 helping charities, non-profits, individuals, and families in their pursuit of the building, maintaining and transferring of their wealth by tailoring plans specific to their goals and unique financial situations.
David holds the Accredited Investment Fiduciary Analyst (AIFA®) designation which allows the ability to perform fiduciary assessments on internal policies, procedures and workflows to verify or certify an entity's conformity to a "Global Fiduciary Standard of Excellence.”
David enjoys spending his free time outdoors, fishing and camping, alongside his wife, Nicole and two sons, Owen and Greyson.
“We do things differently from other firms. Our clients are confident that they are working with a fiduciary practice that has complete transparency. Often times, investors work this process backwards, that is, they hire a firm and simply do not understand their process. That is why we are very different, we are a fiduciary practice from the get go.”