Los Angeles, California- Perennial Financial Services is excited to announce the addition of Jason Horg, a third-generation financial advisor, who joins the firm under his DBA, Horg Wealth Management. With a strong legacy of financial expertise in his family and a passion for personalized, holistic financial planning, Jason brings a fresh perspective and deep commitment to serving clients at Perennial.
Although financial advising wasn’t Jason’s initial career choice, he was divided by his passions for law, psychology and economics. His path into the industry began when he started helping his mother, a financial advisor herself, manage her client base. “I didn’t plan on staying,” Jason recalls. “But I quickly realized how much I enjoyed helping people through financial planning. It’s incredibly rewarding to guide someone to financial success and see their confidence grow.” This experience shifted his career trajectory and ignited a passion that has defined his professional journey ever since.
Jason's approach to wealth management is driven by a deep understanding of human behavior. With a background in psychology which was heavily focused on research, Jason specializes in behavioral finance—helping clients navigate the emotional aspects of investing and managing their finances through life’s most challenging moments. His knowledge in this area has proven invaluable in guiding clients through uncertain times and making informed decisions. “My clients are my top priority,” says Jason. “I treat their investments as if they were my own. When they achieve a goal or feel more secure in their financial future, that’s the most fulfilling part of what I do.”
Motivated by his desire to be at the forefront of the industry, Jason is always looking to refine his approach to help his clients receive the best possible service. He is committed to staying ahead of market changes and providing strategies that adapt to the evolving financial landscape. “Financial markets are always shifting, and so should the strategies we use,” Jason explains. “Holistic planning is key in today’s environment. I’m driven by a desire to stay at the top of my game, continuously learning and improving to give my clients the best advice possible.”
Jason’s journey into financial advising is rooted in a family tradition. His great uncle began the family’s involvement in the industry, followed by his mother, and now Jason carries the torch forward. His long-standing relationships with clients, many of whom he’s known for years, reflect the personal care and attention he brings to his practice. “For me, clients are like family,” Jason says. “I’ve built relationships that go beyond business, and that personal connection is what sets our work apart.”
Beyond his career, Jason’s family is his grounding force. He’s been married for 19 years and is the proud father of two daughters, both talented and competitive travel soccer players. Much of Jason’s free time is spent cheering them on at games, golfing, or maintaining his classic cars. His dedication to his family mirrors the care and commitment he brings to his clients.
Perennial Financial Services is thrilled to welcome Jason Horg and Horg Wealth Management to the team. Jason’s dedication to personalized service, his deep financial knowledge, and his passion for helping clients succeed align perfectly with Perennial’s mission to offer comprehensive, client-centered financial solutions.
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About Perennial Financial Services Perennial Financial Services is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 2004, Perennial Financial Services offers a turnkey platform for transitioning advisors pursuing independence without the burden of running the day-to-day operations, compliance and oversight associated with owning and operating an RIA. For more information, please visit www.gohybridria.com. Advisors associated with Perennial Financial Services are registered representatives with, and Securities offered through LPL Financial, Member FINRA/SIPC, and may be either investment advisor representatives of (1) LPL Financial, a registered investment advisor; or (2) Perennial Investment Advisors, LLC. a registered investment advisor. Perennial Investment Advisors, Perennial Financial Services and Horg Wealth Management are separate entities from LPL Financial.