A complete list of active advisors currently associated with New Horizon Wealth Management, LLC
Warmer can help you find a great advisor at New Horizon Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at New Horizon Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Canton, OH
| 0
| |
Canton, OH
| 27
| |
Canton, OH
| 5
| |
Canton, OH
| 29
| |
Canton, OH
| 28
|
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