New Horizon Wealth Management, LLC logo

New Horizon Wealth Management, LLC

Updated today

Client AUM

$0

Clients

0

Advisors

5

of 7 employees

About

New Horizon Wealth Management is a recently formed advisory firm that offers discretionary asset management, financial planning (provided at no additional cost), and qualified plan enrollment and participant education services. The firm also conducts public seminars and workshops intended to educate attendees about investments and the firm’s services.

NHWM documents client goals and builds individualized investment programs using methods that include technical analysis, charting and asset allocation, and it may engage sub‑advisors to manage all or portions of client portfolios under its oversight. For managed accounts the firm operates with discretionary trading authority and conducts periodic account reviews and reporting through custodians.

Distinctive elements in the brochure include an emphasis on retirement‑plan education and public seminars — services that are statistically less common among similar team firms — and a reporting of no assets under management or managed accounts as of the June 2026 calculation, reflecting an early‑stage operation. The brochure also discloses that principals maintain affiliated insurance businesses and may receive separate insurance compensation, a potential conflict the firm says it addresses through disclosures and fiduciary procedures.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Up to $5,000 annually for qualified plan enrollment/education services; up to $99 per person for two-night educational seminars

Percentage

2% annually; negotiable

Commissions

Commission received from insurance products sold by owner/representatives as licensed insurance agents

Main office

3930 Fulton Dr NW, Suite 209

Canton OH 44718

Advisors at this office

5

Most active in

North Carolina · Ohio · South Carolina

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

Robert F

Canton, OH

New Horizon Wealth Management, LLC

Robert Foutty is a financial advisor at New Horizon Wealth Management, LLC with 27 years of industry experience. He has been affiliated with New Horizon Wealth Management since 2011 and previously worked at Packerland Brokerage Services, Inc. for 20 years. He is also president of New Horizon Financial Group, Inc., where he is involved in life and term insurance, fixed annuities, and long-term care products. New Horizon Wealth Management is a team-based advisory firm that provides discretionary asset management, financial planning, and qualified plan enrollment and education services. The firm conducts public seminars and uses technical analysis, charting, and asset allocation in building individualized investment programs.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Tyler F

Series 66

Canton, OH

New Horizon Wealth Management, LLC

Tyler Foutty is a financial advisor at New Horizon Wealth Management, LLC in Canton, Ohio, holding a Series 66 designation with five years of industry experience. He previously worked at Packerland Brokerage Services and operates a sole proprietorship. Outside of advisory services, he is active as a licensed insurance agent. New Horizon Wealth Management is a team-based firm offering discretionary asset management, financial planning, and qualified plan education, with an emphasis on retirement-plan education and public seminars aimed at investor awareness. The firm employs technical analysis and asset allocation strategies and may use sub-advisors under its oversight.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Dylan B

Series 65

Canton, OH

New Horizon Wealth Management, LLC

Dylan Bolyard is a financial advisor at New Horizon Wealth Management, LLC with Series 65 credentials and one year of industry experience. He has been involved with New Horizon Financial Group, Inc. since 2020 and operates a sole proprietorship concurrently. New Horizon Wealth Management offers discretionary asset management, financial planning, and qualified plan enrollment and participant education services. The firm emphasizes retirement-plan education and public seminars, utilizing methods including technical analysis, charting, and asset allocation in building individualized investment programs.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

David R

Series 63, Series 65

Canton, OH

New Horizon Wealth Management, LLC

David Ryan is a financial advisor at New Horizon Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New Horizon Wealth Management since 2026, following a long tenure at New Horizon Financial Group and Packerland Brokerage Services. Outside of his advisory role, he has operated as an independent insurance agent since 1996, focusing on life insurance, fixed annuities, and related products. New Horizon Wealth Management is a team-based firm that provides discretionary asset management, financial planning, and qualified plan enrollment and education services. The firm emphasizes retirement-plan education and conducts public seminars and workshops to inform clients and the community.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Eric S

Series 65, Series 63

Canton, OH

New Horizon Wealth Management, LLC

Eric Snider is a financial advisor with New Horizon Wealth Management, LLC and holds Series 65 and Series 63 licenses. He has 28 years of industry experience, including roles at State Farm Investment Management Corp and Packerland Brokerage Services, Inc. In addition to his advisory work, he owns and operates an insurance agency offering life, long-term care, and disability insurance. New Horizon Wealth Management is a team-based firm providing discretionary asset management, financial planning, and qualified plan enrollment and education services. The firm emphasizes retirement-plan education and conducts public seminars to inform clients and the community about investments and financial strategies.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
View complete list of advisors at this firm
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