New Horizon Financial Strategies, LLC logo

New Horizon Financial Strategies, LLC

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Client assets under management

$216,302,097

Clients

261

28% high-net-worth

Advisors

3

of 7 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

87

High

Average account size

$828,744

About

New Horizon Financial Strategies serves individual investors (both non‑HNW and high‑net‑worth clients), retirement-plan sponsors and a range of institutional and trust/estate clients. The firm offers comprehensive financial planning, portfolio management on both discretionary and non‑discretionary bases, retirement-plan consulting and implementation support through multiple platforms including Schwab, American Funds and the AssetMark platform.

The firm’s investment approach combines fundamental and technical analysis with both long‑ and short‑term strategies, uses model portfolios and third‑party discretionary managers via the AssetMark platform, and allows clients to impose restrictions or indicate socially responsible preferences. NHFS provides ongoing monitoring and rebalancing, retirement-plan fiduciary consulting (including QDIA advice and participant education), and offers both full financial plans and limited or hourly engagements.

NHFS is affiliated with an accounting practice and several principals maintain CPA credentials, and the firm’s disclosures and web presence reflect that tax and accounting expertise is integrated into its advisory services. The firm also operates with multiple adjacent business activities—insurance implementation capability, business‑coaching affiliations, and an “advisor as strategist” role on AssetMark that makes its models available to other advisors—which distinguishes its service mix from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Income planning

Occupation focus

Founder/Business Owner Financial Professional

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Fee options

Fixed

Seminar services charged as flat fees ranging from $25 to $100 per person; estate planning services fees ranging from $500 to $5,000 depending on complexity

Commissions

Commissions earned by licensed insurance agents on financial plan implementation; no fee sharing arrangements

Project-based

Limited financial planning service fees at $275 per hour

Other

Account minimum: $25,000 to $50,000 (AssetMark Mutual Fund accounts minimum, with other minimums for ETFs and managed accounts; waivable at discretion) Fee-only: Financial planning fees based on income and net worth ranging from $1,990 to $8,990 (full service financial planning fees)

Main office location

New Horizon Financial Strategies, LLC

944 Dryden Road

Ithaca NY 14850, United States

Number of offices

1

Most active in

New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Angela O

CFP®, Series 63, Series 65

Ithaca, NY

New Horizon Financial Strategies, LLC

Angela Oneill is a CFP® professional with 26 years of experience in financial planning. She has been with New Horizon Financial Strategies, LLC since 2019 and previously worked at Comprehensive Asset Management & Servicing, Inc. from 2011 to 2019. Outside of her advisory role, she assists with bookkeeping for a family-owned winery. New Horizon Financial Strategies serves a diverse client base including individuals, retirement plans, trusts, and businesses. The firm employs a long-term investment approach utilizing model portfolios and third-party managers, and offers integrated accounting and advisory services through a coordinated team of advisors.

Charitable giving & philanthropy General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Income planning Founder/Business Owner Financial Professional
user avatar

Kevin T

Series 65

Ithaca, NY

New Horizon Financial Strategies, LLC

Kevin Tarnovski is a financial advisor at New Horizon Financial Strategies, LLC in Ithaca, NY, holding a Series 65 designation with three years of industry experience. He has worked at New Horizon Financial Strategies since 2016 and previously spent three years at Bloomberg L.P. New Horizon Financial Strategies serves individual clients, retirement plans, trusts, estates, charities, and businesses, offering a range of financial planning and investment advisory services. The firm employs a long-term investment approach using fundamental and technical analysis and integrates accounting and advisory services through its affiliation with an accounting practice.

Charitable giving & philanthropy General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Income planning Founder/Business Owner Financial Professional
user avatar

Paul S

CFP®, Series 63

Ithaca, NY

New Horizon Financial Strategies, LLC

Paul Strebel is a CFP® with five years of experience at New Horizon Financial Strategies, LLC. He has held professional roles including CPA at Paul A. Strebel, CPA PC since 1995 and partner at Strebel & Strebel, CPAs since 1986. Outside of his financial advising career, he is a partner in a business coaching venture and owns a memorial jewelry business. New Horizon Financial Strategies serves individual investors, retirement-plan sponsors, and institutional clients by providing financial planning, portfolio management, and retirement-plan consulting. The firm’s investment approach integrates fundamental and technical analysis, employs both long- and short-term strategies, and incorporates tax and accounting expertise through affiliated CPA professionals.

Charitable giving & philanthropy General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Income planning Founder/Business Owner Financial Professional
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