A complete list of active advisors currently associated with Heartwood Financial Services
Warmer can help you find a great advisor at Heartwood Financial Services or one who fits your needs even better.
Heartwood Financial Services provides discretionary portfolio management and financial planning primarily for individual and high‑net‑worth clients. The firm delivers investment supervisory services and constructs individualized Investment Policy Statements while advising across mutual funds, equities, fixed income, ETFs, REITs, digital assets and covered‑call strategies. The firm documents client goals and risk tolerance in an Investment Policy Statement and typically manages accounts with discretionary authority, combining fundamental and technical analysis with predominantly long‑term trading and occasional short‑term trades. It also uses a third‑party platform to monitor and implement strategies for held‑away qualified retirement plan accounts without taking custody and provides a written acknowledgement of fiduciary status when advising retirement accounts. Compared with peers, the firm operates with a single primary management person who conducts monthly account reviews and performs all portfolio management and planning functions. The firm also uses client testimonials in its advertising—a practice that is uncommon among similar supported firms—and explicitly lists digital assets and covered‑call writing among its permissible investments.
To learn more about the advisors currently working at Heartwood Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sanford, FL
| 26
|
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