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CFP®, ChFC®
Partner
410-771-5400
410-771-3197
Brian Horn specializes in comprehensive financial planning, advising his clients in the accumulation, conservation, and ultimate distribution of their assets. Brian has been a Financial Planner since 1996, when he affiliated with Osaic Wealth (formerly Lincoln Financial Advisors). In 2005, Brian and two other people partnered to form Insight Financial Group, LLC. He then joined Heritage Financial Consultants as a Partner.
Brian’s commitment to excellence has been recognized often – he has been featured in Worth Magazine, Kiplinger’s Personal Finance, and several radio and television appearances related to financial planning. He’s been listed on Forbes’ Top Advisors Best-In-State.1 He has also qualified for the Million Dollar Roundtable2 since 1996. While at Lincoln Financial Advisors, from 2008 to 2012, Brian achieved the prestigious Premier Partners® Program Chairman’s Council3 recognition. From 2013 to 2021, he was named to Premier Partners® Top of Council every year. Brian’s achievements include being ranked among Lincoln’s Top 503 producers 11 times (2013–2021, 2023) and earning Top of Council honors in 10 of those years. Most notably, he reached the elite Top 10/President’s Club4 in 2023, while also achieving the highly coveted Premier Partners® Diamond level that same year. He is also a member of The Resource Group (TRG), composed of the top advisors within Osaic Wealth, Inc. (see membership & award disclosures below).
Brian currently resides in Baltimore with his wife (Veida), his sons (Chase and Grant), and his daughter (Charlotte). Brian leads a very active lifestyle, which includes working out and playing golf.
Certifications
- CERTIFIED FINANCIAL PLANNER® practitioner
- Chartered Financial Consultant (ChFC®)
- Licensed General Securities Representative
- Registered Investment Advisor Representative
- Series 6, 7, and 66 registered
- Life, Health, Annuity, and Long-Term Care Insurance licensed in Maryland
Education
- B.S., Pennsylvania State University
Professional Associations
- The Resource Group member
Community Involvement
- Mt. Washington Pediatric Hospital
- The Ronald McDonald House Charities Maryland
Awards
- Forbes’ Top Advisors Best-In-State (2021, 2022, 2023, 2025)1
- Million Dollar Round Table2
- Lincoln Financial Advisors President’s Club3
- Lincoln Financial Advisors Chairman’s Council/Top of Council4
1Forbes “Best-in-State Wealth Advisors” list, (April, 2025). The ranking for this list by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.
2Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only until lifetime membership is achieved after 10 years; otherwise, all members must apply every year to continue their affiliation with the Million Dollar Round Table.
3Lincoln Financial Advisors President’s Club was an internal recognition based on sales as well as good standing with the firm and FINRA.
4Lincoln Financial Advisors Chairman’s Council/Top of Council recognition was an internal recognition determined by annual sales amounts.
Matthew Lance
Practice Manager
Sharon Rowlett
Executive Assistant
Samuel Becker
Client Relationship Analyst
Primary Service Areas
Financial planning
Investment management
Retirement planning
Risk management