Who We Are
With decades of experience, our team is a seasoned mix of industry professionals, equipped to provide superior service in the key areas of your financial life. Coming from diverse backgrounds of business coaching, estate planning, risk management, investment forecasting, tax planning, and more, we’re assembled to be your one-stop-shop for all things finance. 
We’re different than your average financial services firm in a few ways that can prove to be life-changing for you and your family’s future:
Proactive Vision
Our years of experience have led us to something much more valuable than mere service offerings. That something is proactive vision - the ability to identify potential costly roadblocks before they arise, and navigate around them. We go far beyond the surface of financial advice, asking the right questions in advance, to help you to be resilient and opportunistic during economic setbacks.
Life First, Money Second
While we recognize the importance of growing your financial wealth, what truly matters is what you do with your money that brings you meaning and fulfillment to your life. It's about using all of your resources so that they support your true purpose. That’s why we begin by clarifying your values and then we formulate your goals in service of those values. With that, we then have a basis for wealth accumulation and preservation strategies that directly impact your goals.
A Different Approach
We care about our clients on a personal level. We want to get to know the real you, and communicate as clearly and effectively as possible. You’ll find from our first conversation that our work together is about financial management - and more. It's about living the life you want, beginning right now. Learn more about our unique approach here.
Don R. Martin, CFP®
Family Officer
After three decades in financial services—including time at Merrill Lynch, Bank of America, and Wells Fargo—I realized something was missing.
Families had access to products, but not purpose. Advice, but not alignment. Results, but not meaning.
So I built Horizon Advisors—a multi-family office designed to steward lives of intention, not just portfolios. As a CFP® and founder, I lead a team of subject-matter experts in tax, estate, investments, and risk—all aligned around one goal: your values, your vision, your legacy.
My work lives at the intersection of financial strategy and personal leadership. I guide successful families to build lives rich with clarity, fulfillment, and peace of mind.
I live in Westlake Village with Susan—my wife of 33 years, Human Resources leader, and black belt in Tae Kwon Do. We love escapes to Maui and Santa Barbara, though these days, a crime drama and a quiet evening often win out. We also find joy in serving our community alongside our Rotary Club friends.
Our son, Kyle, is rising fast in the corporate dining world, where his passion for cooking and drive to grow are on full display. A musician in his spare time, he still shares his love of music—and a great meal—whenever he can.
When I’m not guiding clients, you’ll find me reading about peak performance, TRX training with Susan to recharge, or practicing the spoken word with my local Toastmasters club.
Contribution is a core value for me. I’ve served as President of the Rotary Club of Westlake Village Sunrise, Assistant District Governor for the five Conejo Valley Rotary Clubs, and recently completed a term on the Board of Directors at the Yarrow Family YMCA.