Independent fiduciary The Strebel Planning Group operates as a locally owned, independent fiduciary, avoiding pressure from home offices or sales quotas. Sales teams can position complementary fiduciary-aligned advisory services and conflict-free financial planning offerings to potential clients seeking objective guidance.

Boutique scale With 11-50 employees, they are a boutique player in financial services. This suggests opportunities around personalized service propositions, white-glove client onboarding, and targeted marketing to affluent individuals or small business owners seeking tailored planning.

Integrated advisory Investment advisory is provided through New Horizon Financial Strategies, LLC, indicating potential cross-sell of advisory and planning services, as well as partnerships or white-labeling opportunities for comprehensive wealth management solutions.

Revenue range Reported revenue of 10M to 25M signals a mid-market client base and growth potential. Prospects include mid-sized business owners and high-net-worth individuals looking for fiduciary-aligned, client-centric financial planning and advisory services.

Tech stack leverage Adoption of tools like MySQL, Shopify, and form processing suggests openness to digital onboarding, client portals, and scalable online services. Opportunities exist to enhance digital client experience, data-driven planning, and secure lead capture.