Plan Sponsors.

Through CoVerity, White Horse helps retirement plan investment committees make sound decisions, stay ahead of the regulatory curve, and facilitate positive outcomes for participants.

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Business Owners.

Through Navix, White Horse helps closely-held business owners build companies from which they can happily exit.

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Investors.

Through WHA Asset Management, White Horse helps individuals and institutions make sound decisions, address risk and achieve personal investment goals.

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Who We Are


Some of the White Horse Team and C5 students

White Horse Advisors LLC is a financial advisory team that serves three markets: retirement plan committees, owners of closely-held businesses and individual investors. Our mission is to enhance freedom for clients, employees and our community.

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What’s New?

  • I am convinced there is a direct connection between The Value of Vistage, and the reality that...

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  • Over 90% of business owners admit that an exit plan is important to them, but only 10%...

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  • In my experience, nearly every business owner aspires to reach personal financial freedom at exit. And for...

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