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 serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations, and retirement plans, managing roughly $89.8 million for about 62 clients with a three‑advisor team. The firm provides discretionary portfolio management, project‑based and ongoing financial planning, and pension/retirement plan consulting. Investment programs are implemented through model portfolios that are mirrored in client accounts and use a mix of passive and active vehicles (mutual funds and ETFs), with asset allocation and modern portfolio theory informing security selection and risk controls. Accounts are managed on a discretionary basis with room for client‑imposed restrictions, and financial planning is offered both as one‑time projects and as an ongoing service that is typically paired with investment management. What distinguishes the firm is its ownership and operational link to an affiliated accounting practice: the principal holds CPA/PFS and CFA credentials, provides tax and accounting services to some clients, and discloses the affiliation and seasonal time allocations to manage conflicts of interest. The firm operates as a fee‑only adviser on an institutional custody platform and emphasizes integrated business planning and pension consulting alongside wealth management — a cross‑disciplinary arrangement that is uncommon for similarly sized supported firms.

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.