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CFP®
Financial Planner
410-771-5416
410-785-0044
Meet Evan
Evan Horn has been a financial advisor since 2001, when he affiliated with Osaic Wealth, Inc. (formerly Lincoln Financial Advisors). He helps clients gain control of their financial situation by quantifying financial targets, economic costs, and desired results through a detailed planning process. Evan also works in conjunction with his clients’ other advisors to determine an appropriate comprehensive financial strategy.
In his free time, Evan enjoys golf, skiing, surfing, basketball, working out, live music, and traveling. He also enjoys attending and supporting Baltimore high school basketball programs.
Lincoln Financial Advisors is now Osaic Wealth, Inc. Any reference to Lincoln Financial within these files should be disregarded.
Certifications
- CERTIFIED FINANCIAL PLANNERTM practitioner
- Licensed General Securities Representative
- Registered Investment Advisor Representative
- Series 7 and 66 registered
- Life, Annuity, Long-Term Care, and Health insurance licensed
Professional Associations
- Certified Financial Planner Board of Standards
Education
- B.S., Salisbury State University
- CFP®, American College
Community Involvement
- Chesapeake Bay Foundation
- Lab Rescue (LRCP)
- Youth basketball AAU and camps
- Special Operations Warrior Foundation
- American Red Cross
Awards
- Osaic Wealth, Inc. President’s Cabinet
Osaic Wealth, Inc. President’s Cabinet is an internal recognition based on sales as well as good standing with the firm and FINRA.
Wendi Grable
Registered Assistant
Primary Clients or Industries
Physicians
Hospital executives and employees
Small businesses
High net worth individuals
Maryland state and local employees
Federal employees
Families
Primary Service Areas
Portfolio management
Financial planning
Small business owner planning
Executive financial plans
Risk management
Education funding