JAMES HORN
Matterhorn Private Wealth
As a Certified Exit Planning Advisor (CEPA®), James Horn is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=James Horn - - Matterhorn Private Wealth - Farmington, New York, city=Farmington, hs_object_source_detail_1=Find a CEPA August 2025, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=james-horn, lname=Horn, hs_object_source_id=enrollmentId:1886394126206;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20AUGUST%202025/HORN-J~1.pdf, hs_createdate=1756479417951, cohortium_profile_title=James Horn | Wealth Manager at Matterhorn Private Wealth | CEPA Connect Member, state=New York, id=33790959695, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | James Horn, email=jhorn@matterhornpw.com, cohortium_meta_description=Connect with James Horn, a specialized Wealth Manager working with Matterhorn Private Wealth based in New York., associated_contact_record_id=95669910042, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20AUGUST%202025/9911_Horn_CEPA-Certificate-2025-August.pdf, is_editable=editable, url_slug_2=james-horn, impersonate_user_url=https://exit-planning-institute.org/member-detail/james-horn?impersonation=true, full_name=James Horn, hs_lastmodifieddate=1764932356383, phone=5854143120, company_name=Matterhorn Private Wealth, name=James, hs_object_id=33790959695, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=14425, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Wealth Manager
- Website:
https:// - Phone: 5854143120
- City: Farmington
- State: New York
- Postal Code: 14425
- Country:
- Designations:
- Markets Served:
- Company Name: Matterhorn Private Wealth
