At New Horizons Boutique Financial Services, we believe in providing a white-glove, seamless financial experience by leveraging best-in-class technology, platforms, and strategic collaborations. Our carefully selected partners help us deliver innovative solutions, cutting-edge insights, and highly personalized financial strategies to support your journey toward financial independence.

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We are platform agnostic, meaning we have proficiency across all major financial platforms, ensuring flexibility and access to the tools that best serve our clients. While we primarily operate through industry-leading platforms like Fidelity and Schwab, which provide the infrastructure for managing and safeguarding client assets, we also work with a network of trusted partners that enhance the depth and flexibility of our services.

Key Partnerships Include:

🔹 Technology & Investment Tools – We utilize platforms like eMoney, Orion, and Redtail to ensure streamlined account management, data-driven insights, and secure financial tracking.

🔹 Wealth Management Solutions – Our relationship with firms like Black Diamond, Advisors Capital Management, and Howard Capital allows us to craft sophisticated, customized investment strategies.

🔹 Strategic Resources & Analysis – From tax planning tools to specialized asset management, we integrate solutions from Holistiplan, Potomac, Dorsey Wright, and other key players to provide a truly comprehensive financial experience.

Beyond these highlighted relationships, we collaborate with a diverse network of specialized financial professionals and solution providers to ensure every client receives the highest level of tailored service. Our goal is to give you access to the best resources available while maintaining a boutique, hands-on approach to wealth management.