New Horizons Financial Consultants

What New Horizons Financial Consultants does

New Horizons Financial Consultants is a privately held financial advisory practice operating under Western Wealth Management LLC (a registered investment adviser) and headquartered at 1112 Southeast 1st Street, Evansville, Indiana. Founded in 2013, the firm delivers personalized financial planning and wealth management services to individuals, families, retirees, pre-retirees, individuals navigating divorce, and business owners across the Evansville, Southern Indiana, and Tri-State region. Its service portfolio comprises six interconnected offerings: Wealth Management, Financial Planning, Retirement Strategies, Small Business Services, Divorce Financial Planning, and Legacy and Giving — distinguishing itself through a relationship-led model staffed primarily by CFP® and CDFA® certified practitioners.

The firm's go-to-market is sales-led and referral-based: prospective clients are invited to schedule a complimentary initial consultation to assess fit, after which ongoing engagements are delivered through direct, scheduled advisory sessions. Underlying infrastructure is supplied by third-party partners — securities brokerage and custody are provided by LPL Financial (member FINRA/SIPC), while the RIA relationship is held through Western Wealth Management LLC — meaning the firm itself does not operate proprietary technology, software products, or AI systems. Distribution is regional, anchored in a single Evansville office with three identified team members (one lead advisor, one operations/sales support, one client service specialist).

The revenue model is fee-based advisory, most plausibly a blend of recurring AUM-based fees (typical of LPL-affiliated RIAs) and discrete financial planning engagements; pricing details and AUM levels are not publicly disclosed. There are no external funding rounds, no M&A activity, no disclosed revenue figures, and no institutional investors — the firm operates as a bootstrap, owner-managed practice with concentration risk tied to a single lead advisor and a regionally bounded client base.

Name

New Horizons Financial Consultants

Legal name

Western Wealth Management LLC

Website

https://nhfcplanyourfuture.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

New Horizons Financial Consultants is a privately held Evansville, Indiana-based RIA practice providing personalized financial planning, wealth management, and retirement advisory services to individuals, families, retirees, and business owners across the Tri-State region.

Ownership category

akta.pro rank

Headquarters

HQ city

Evansville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: Fee-based financial advisory services provided through Western Wealth Management LLC, a registered investment adviser doing business as New Horizons Financial Consultants. Securities services provided through LPL Financial, member FINRA/SIPC. Revenue likely derives from AUM-based fees and/or fee-for-service financial planning engagements.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

New Horizons Financial Consultants is a registered investment adviser that delivers personalized financial planning, wealth management, retirement strategies, small business financial services, divorce financial planning, and legacy/charitable giving advisory services to individuals, families, retirees, and business owners. Securities are offered through LPL Financial and advisory services are provided through Western Wealth Management LLC, with the firm operating under the New Horizons Financial Consultants brand from Evansville, Indiana.

Product overview

New Horizons Financial Consultants offers a unified suite of financial advisory services rather than a software product platform. The firm provides six interconnected service offerings: Wealth Management (the core investment and strategy service), Financial Planning (foundational retirement planning), Retirement Strategies (income and benefits optimization), Small Business Services (business-focused financial planning), Divorce Financial Planning (specialized transition support), and Legacy and Giving (estate and charitable planning). All services are delivered through direct client-advisor relationships and are not technology products or SaaS offerings.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Comprehensive wealth management services providing clients with a plan reflecting their life, priorities, and vision for the future, encompassing investment management and financial strategy. Intended for individuals, families, retirees, and business owners.
• Financial Planning Financial planning services focused on creating retirement plans that provide confidence, direction, and flexibility for clients' financial futures. Designed for individuals and families seeking long-term financial security.
• Retirement Strategies Retirement planning services supporting clients' envisioned retirement lifestyle, including retirement income planning, Social Security optimization, healthcare planning, tax efficiency, and long-term financial confidence. Targeted at retirees and pre-retirees.
• Small Business Services Strategic financial planning and investment guidance for business owners to help their businesses grow, protect assets, and prepare for future needs, including succession planning considerations. Intended for business owners and professionals.
• Divorce Financial Planning Specialized financial planning services to help individuals navigate divorce transitions, addressing impacts on retirement accounts, investments, income planning, and long-term financial goals. Led by a CDFA® certified professional.
• Legacy and Giving Financial planning services focused on creating strategies that honor clients' values, protect assets, and plan for charitable giving and estate planning. Intended for individuals and families seeking to structure their legacy.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• LPL FinancialcoreTechnology or IntegrationSecurities offered through LPL Financial, Member FINRA/SIPC. LPL provides brokerage services, regulatory oversight, and investment platform infrastructure that enables New Horizons to offer securities products to clients. This is a core operational partnership for the firm's securities-related services.
• Western Wealth Management LLCcoreTechnology or IntegrationRegistered investment adviser under which New Horizons Financial Consultants operates. Advisory services are provided through Western Wealth Management LLC, a separate entity from LPL Financial. This is the primary RIA relationship that enables the firm to provide fee-based advisory services.

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Market position

Weaknesses4 records

Competitive moat2 records

Customer concentration

• LinkedInlinkedin.com/company/new-horizons-financial-consultants

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about New Horizons Financial Consultants