New Horizons Financial Consultants is a Financial Planner in Evansville, IN. The firm provides comprehensive wealth management services that integrate investment strategy, risk protection, and legacy planning. Specific offerings include custom portfolio oversight, integrated financial planning, retirement strategies, and small business services. The firm also specializes in divorce financial planning and legacy giving. Clients receive tailored strategies designed to balance growth with protection, manage risks, and coordinate with broader life goals. The firm serves clients across Indiana and Kentucky. It holds a rating of 4.70 based on customer reviews.
The firm’s approach is relationship-driven and holistic, focusing on creating strategies that are simple to understand and meaningful to the client’s personal situation. The process involves listening deeply to goals and values, designing clear strategies, acting collaboratively during implementation, and adjusting plans as life changes. The team includes Amy Bouchie, a Certified Financial Planner practitioner, along with Danielle M Andrews, who serves as Sales Assistant and Operations Manager, and Julie Hill, the Client Service Specialist. The advisors are fully licensed and registered to recommend a wide range of investment and insurance solutions. For clients navigating divorce, the firm partners with local attorneys and therapists to provide specialized financial expertise during asset division and post-divorce planning. To support its clients in Indiana and Kentucky, the firm leverages the resources of LPL Financial, the nation’s largest independent broker/dealer, which provides advanced technology, research, compliance, and training.
The office is located at 1112 SE 1st St, Evansville, IN. It sits on SE 1st St, about 0.1 miles from the Alhambra Theater. The location is also approximately 0.2 miles from Veterans Memorial Parkway and Goosetown Mini Park, and about 0.3 miles from Sunset Park East.
New Horizons Financial Consultants is known for its positive customer rating and its focus on personalized, collaborative financial planning. The firm stands out in Evansville for its specialized support in divorce financial planning and its integration of business and personal financial strategies for local professionals.
Browse: Businesses in Evansville, IN · Financial Planner in Indiana · Businesses in Indiana
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