Independent fiduciary The Strebel Planning Group operates as a locally owned and independent firm with fiduciary standards, presenting a selling point for clients seeking objective financial guidance without home-office pressure or biased product recommendations.

Mid-market focus With 11-50 employees and revenue in the 10M–25M range, the firm sits in a mid-market segment that may require tailored advisory, planning, and retirement solutions, creating opportunities for mid-sized business and high-net-worth client services.

Tech enablement Utilizes a modern tech stack including AWS, WordPress, MySQL, Shopify, and Microsoft 365, indicating potential openness to scalable, digital advisory tools, cybersecurity services, and website conversions optimization.

Investment advisory tie Investment advisory services are provided through New Horizon Financial Strategies, LLC, suggesting cross-sell opportunities for asset management, retirement planning, and fiduciary consulting under a compliant framework.

Growth positioning Revenue visibility and independent positioning imply opportunity to discuss strategic partnerships, enhanced service lines, or technology integrations that support fiduciary-based planning for local clients and community-focused financial solutions.