A complete list of active advisors currently associated with Willner & Heller LLC

Warmer can help you find a great advisor at Willner & Heller LLC or one who fits your needs even better.

The firm provides discretionary investment management to individuals — including high-net-worth clients — as well as pension/profit-sharing plans and charitable organizations. It also offers ongoing retirement plan consulting services that can include developing investment policy statements, evaluating investment options, asset allocation models, participant education, and monitoring. Portfolios are tailored to client objectives and overseen on a continuous basis with at least quarterly reviews and rebalancing, using individual stocks and bonds, mutual funds, ETFs, options and other public and private securities. The firm describes fundamental and fund/ETF analysis as part of its process and, unusually for peers, may permit margin borrowing or the pledging of securities in separately managed accounts as part of portfolio strategies. The brochure discloses an affiliation with a Certified Public Accounting firm through a management person’s principal role and notes reciprocal referral activity and ownership distributions, a relationship the firm identifies and discloses as a potential conflict. With a three-advisor team managing roughly $193 million across about 170 clients and explicit ERISA-related plan fiduciary acknowledgements, the firm combines a compact adviser structure with both individual wealth management and plan-level consulting services that are less common among similarly sized firms.

To learn more about the advisors currently working at Willner & Heller 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.