NEW HORIZON FINANCIAL STRATEGIES, LLC

Overview

New Horizon Financial Strategies, LLC is an independent, individual-owned RIA that serves primarily individual and family clients with a mix of financial planning and discretionary portfolio management. Registered with the SEC in 2020, the firm combines percentage-of-AUM billing with hourly and fixed-fee engagements to support both ongoing wealth management relationships and project-based planning work. Core advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services (the firm lists pension consulting among its advisory activities). Investment activity centers on publicly available pooled products for core allocations and selective use of external managers for alternative exposures. The firm identifies as a capital allocator, meaning it regularly selects and places client capital with third-party fund managers when outside expertise or private-market access is appropriate. New Horizon does not position itself as an active ESG investor. The firm maintains an industry affiliation with accounting professionals to coordinate tax and reporting matters for clients.

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Public Holdings

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Location & Offices