A complete list of active advisors currently associated with Heisner Financial, LLC

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

Heisner Financial, LLC primarily advises individuals and trusts and also provides business consulting, bookkeeping, and tax-planning services to both individual and business clients. The firm offers comprehensive financial planning across retirement, estate, insurance, education and cash-flow topics, delivered either on an ongoing basis or as hourly consulting. The firm helps clients set target asset allocations across bonds, cash, real estate and domestic and international stocks and typically implements portfolios using mutual funds, monitoring and rebalancing when clients request. All investment advice is provided on a non-discretionary basis, with transactions executed only after obtaining specific client consent (the firm may obtain a limited power of attorney to facilitate client-directed trades). Distinctive features include that the firm’s principal maintains an active CPA credential and integrates bookkeeping and tax planning into the advisory process, and the practice explicitly supports business/corporate consulting in addition to individual work. The firm manages only non-discretionary assets, is prepared to research or facilitate strategies involving margin, option and futures contracts and other borrowing or derivative instruments at a client’s request, and is not accepting new clients through 2026.

To learn more about the advisors currently working at Heisner Financial, 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.