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

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

Heyman Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and retirement plans. The firm operates as a fee‑only adviser and manages client portfolios on a discretionary basis using third‑party custodians. The firm employs model portfolios that it closely mirrors in client accounts and combines passive and active strategies, primarily using mutual funds and ETFs, with asset allocation and modern portfolio theory guiding portfolio construction. Investment selection draws on fundamental and macroeconomic analysis, and clients may impose reasonable restrictions on individual securities or sectors that HWM will attempt to accommodate. A distinctive feature is the firm’s affiliation with an accounting practice operated by its principal, who maintains an active CPA/PFS practice and spends a substantial portion of time seasonally on accounting and tax work; some clients receive services from both entities. That adviser–accountant relationship, and the firm’s explicit disclosure of potential cross‑referrals and conflicts, is less common among peers and can allow closer coordination of tax and planning work alongside investment management.

To learn more about the advisors currently working at Heyman 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.