A complete list of active advisors currently associated with Heartwood Wealth Advisors, LLC

Warmer can help you find a great advisor at Heartwood Wealth Advisors, LLC or one who fits your needs even better.

Heartwood Wealth Advisors serves high‑net‑worth individuals, families, trusts, estates, charitable organizations, small businesses, and employer‑sponsored retirement plans, and the firm generally recommends (but does not require) clients have at least $2,000,000 in manageable assets — it does not target lower‑net‑worth individual clients. Services include portfolio management, comprehensive financial planning, retirement plan consulting and management, and coordination of income tax return preparation through a subcontracted firm (The Tax Complex). The firm’s investment approach emphasizes capital preservation, cost control, and tax efficiency through tailored asset allocation, broad diversification (primarily via exchange‑traded funds, with mutual funds, closed‑end funds, alternatives or individual securities used as appropriate), and periodic rebalancing guided by analytics such as efficient‑frontier and Monte‑Carlo analysis. Portfolios are developed through collaborative meetings to align risk tolerance and goals, and Heartwood manages accounts on discretionary and non‑discretionary bases with regular reviews and client reporting. Noteworthy features compared with many peers include the inclusion of retirement‑plan participant education and related workshops as part of its plan consulting services, and the firm’s subcontracted tax‑preparation arrangement with The Tax Complex (an arrangement the brochure discloses and addresses as a potential conflict through client disclosure). The firm also discloses that certain advisors maintain separate insurance licenses and may transact insurance for clients (with commissions retained by the producing advisor rather than the firm), and it reports approximately $1.55 billion in assets under management across a ten‑advisor team.

To learn more about the advisors currently working at Heartwood Wealth Advisors, LLC, 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.