NEW HORIZON RETIREMENT ADVISORS

Overview

New Horizon Retirement Advisors is a small, individually owned RIA focused on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and favors equity allocations, running client portfolios largely through exchange-traded securities. Its advisory activity centers on retirement-focused relationships and ongoing discretionary management rather than institutional or pension consulting. The firm is not positioned as an ESG investor, is not multi-state registered, and does not identify as a capital allocator to external private fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices