< BACK TO ALL PLANNERS & STAFF

About Brian Horn
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 shows related to financial planning. He has also qualified for the Million Dollar Roundtable1 since 1996. While at Lincoln Financial Advisors, from 2008 to 2012, Brian achieved the prestigious Premier Partners® Program2 Chairman’s Council3 recognition. From 2013 to 2021, he was named to Premier Partners® Top of Council3 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 Club3 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

 

  • Washington Pediatric Hospital
  • The League For People With Disabilities
Awards

 

  • Million Dollar Round Table

The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®.  Members must meet a certain level of premium, commission, or income during the year and must also adhere to strict ethical standards.  Brian Horn applied for this membership and a fee of $550 was paid to be a member. There were no fees to promote the membership.

Membership in The Resource Group is based on the top 200 planners within Osaic Wealth, Inc. The goal of TRG is to collaborate and share intellectual capital – including financial planning expertise, resources, networking opportunities, and practice management strategies – to help drive practice development among advisors and provide industry-leading service to clients.

Lincoln Financial Advisors President’s Club was an internal recognition based on sales as well as good standing with the firm and FINRA.
 
Lincoln Financial Advisors Top of Council recognition was an internal recognition determined by annual sales amounts.

 

 

Brian Horn's Team
Matthew Lance

Matthew Lance

Practice Manager

Sharon Rowlett

Sharon Rowlett

Executive Assistant

Cameron Lemke

Cameron Lemke

Client Relationship Analyst

Samuel Becker

Samuel Becker

Client Relationship Analyst

Primary Service Areas

Financial planning

Investment management

Retirement planning

Risk management