A complete list of active advisors currently associated with New Horizons Wealth Management

Warmer can help you find a great advisor at New Horizons Wealth Management or one who fits your needs even better.

New Horizons Wealth Management provides portfolio management and comprehensive financial planning to middle‑class individuals and families, high‑net‑worth and multi‑generational clients, and corporations or other businesses. The firm develops written investment policies and personalized investment proposals based on each client’s goals, time horizon, risk tolerance, liquidity needs and tax considerations. The firm’s investment approach is grounded in Modern Portfolio Theory and combines both active and passive mutual fund and ETF selections, with fund evaluation based on peer rankings, risk measures and manager tenure. It also incorporates buffered ETF strategies that offer capped upside participation with defined downside protection, and implements discretionary asset allocation across client accounts. Notably, New Horizons sponsors and participates in a wrap fee program, operating client accounts as wrap accounts where transaction costs are generally bundled into the advisory relationship—an arrangement that is uncommon among peer team firms. The firm recommends a specific custodian for client accounts and makes use of that custodian’s institutional services and research (a relationship disclosed in the brochure), and it reported managing approximately $203.3 million in discretionary assets as of December 31, 2025 after being founded in January 2023.

To learn more about the advisors currently working at New Horizons Wealth Management, 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.