A complete list of active advisors currently associated with Heintz Wealth Management, LLC

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

The firm provides fee-only financial life planning and investment management to individuals (including high-net-worth clients), trusts, estates, and retirement-plan participants. Services include ongoing discretionary and non-discretionary portfolio management, one-time and ongoing consulting, and insurance consulting delivered through a third‑party insurance platform. Heintz Wealth Management applies a customized, diversified approach that primarily uses mutual funds and ETFs, emphasizing long‑term buy-and-hold allocations with the option for tactical shifts and strategic cash positioning. Financial life planning is described as an iterative four‑stage process and clients have access to a secure online dashboard that aggregates accounts and supports ongoing plan monitoring; the firm also notes its fiduciary duties when advising retirement accounts. The brochure discloses an affiliation with another registered investment adviser that provides portfolio management and planning support to a small number of clients—an arrangement presented as separate ownership and control and relatively uncommon for peers. The firm also uses a third‑party platform to manage held‑away retirement accounts without charging clients additional fees and participates in an insurance‑consulting network; combined with a modest client roster relative to its assets under management, these operational features distinguish its service model from many similarly sized advisers.

To learn more about the advisors currently working at Heintz Wealth Management, 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.