A complete list of active advisors currently associated with Heffernan & Associates, Inc.
Warmer can help you find a great advisor at Heffernan & Associates, Inc. or one who fits your needs even better.
Heffernan & Associates provides investment advice and financial counsel to individuals, families, and their related trusts, retirement plans and business interests, acting as a registered investment adviser and fiduciary. The firm offers ongoing portfolio management and broader financial planning and consulting services while clients retain authority to accept or reject recommendations. The firm follows a fundamental-analysis approach that emphasizes macroeconomic assessment, credit analysis and valuation metrics, with a focus on longer-term purchases and occasional use of technical indicators to time trades. Services are tailored to client objectives and risk tolerances, and accounts are reviewed at least semi‑annually with client reporting at least quarterly. Compared with many peers, Heffernan & Associates operates primarily on a non-discretionary basis, discussing and obtaining client approval before implementing investment decisions. The firm also maintains insurance and annuity agency arrangements and, if directed by a client, may act as an insurance agent and receive commissions — a conflict which the firm discloses in writing.
To learn more about the advisors currently working at Heffernan & Associates, Inc., 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 |
|---|---|---|
St. Louis, MO
| 28
|
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