NEW HORIZON FINANCIAL STRATEGIES, LLC
SEC Registereddedicated advocates of your dreams
About the firm
Strebel CPA is a local, independent financial services firm based in Ithaca, specializing in comprehensive financial planning, investing, insurance, and CPA and accounting services for families and businesses. Their advisors serve as dedicated advocates helping clients build and navigate successful financial futures.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, 403(b) management, insurance and risk management, individual tax and CPA services, wealth management, business tax and CPA services, outsourced CFO and bookkeeping
Who they serve
Families, businesses, small to mid-sized businesses, not-for-profits, and Cornell employees
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 189 | $66M |
| High Net Worth Individuals | 72 | $151M |
25 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NEW HORIZON FINANCIAL STRATEGIES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.