New Horizon Financial Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
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 earned by licensed insurance agents on financial plan implementation; no fee sharing arrangements
Limited financial planning service fees at $275 per hour
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
944 Dryden Road
Ithaca NY 14850
Advisors at this office
3
Most active in
New York · Texas
Also doing business as
New Horizon Financial Strategies · New Horizon Financial Strategies, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
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.
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