Joseph P Okaly

Employer firm

New Horizons Wealth Management CRD 328155

$203M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2008 → 12/2025
  World Investments, Inc. (Formerly Tfs Securities, Inc.)
  Lincroft, NJ
• 07/2008 → 12/2022
  New Horizons Wealth Management, Llc
  Florham Park, NJ
• 01/2023 → Present
  Nhwm Llc
  Cedar Knolls, NJ
• 12/2025 → Present
  World Investments, Inc.
  Lincroft, NJ

Other Businesses

1. World Investments, Inc., formerly TFS INSURANCE AGENCY, INC.; 437 NEWMAN SPRINGS RD, LINCROFT, NJ 07738; AGENT; START - 1/30/09; VARIOUS PRODUCTS AND CARRIERS; 2HRS/MO - 2HRS/MO MKT HOURS. 2. BUY/HOLD PLUS - World Investments, Inc., formerly TFS ADVISORY SERVICES; 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ 07738; CO-PORTFOLIO MANAGER; START 7/31/2011; 5 HRS/MO - 4HRS/MO MKT HOURS; 3. ENJOY MORE 30s-FAMILY FINANCE PODCAST; START 2/1/2021 - PODCAST HOST; PROVIDE ADVICE RELATING TO FAMILY FINANCE TO INDIVIDUALS/FAMILIES THAT HAVE LIMITED EDUCATION AND PROFESSIONAL RESOURCES - NO COMPENSATION; 1HRS WEEKLY/0-2 HRS DURING MKT HOURS. 3. NHWM LLC - RIA; investment related; 240 CEDAR KNOLLS RD, STE 306, CEDAR KNOLLS, NJ; OWNER START 11/22/2023; PROVIDE INVESTMENT MANAGEMENT AND ADVISORY SERVICES, INCLUDING FINANCIAL PLANNING. PROVIDE INDEPENDENT ADVISORY SERVICES WITH DIRECT CONTROL OF CUSTODIAN RELATIONSHIPS AND SUPPORTING SOFTWARE AND ACTIVITIES; 35 HRS WK/6.5 DURING MARKET HOURS. 4. The FINANCIAL PINWHEEL; Wayne, NJ; AUTHOR - FINANCIAL EDUCATION; START 1/13/2025 - 4 hours per month; 4 hours a month, during security hours; FINANCIAL EDUCATION BOOK, AUDIOBOOK, WEBSITE, AND BOOK DERIVED COURSE VIDEOS; PROVIDING SELF-HELP FINANCIAL EDUCATION RESOURCES TO MIDDLE CLASS FAMILIES

Exams

• S66 Uniform Combined State Law Examination
  2008-08-04

Designations

• Certified Financial Planner