Financial Peace of Mind

Financial Peace of Mind

Our wealth managers can work closely with you to develop a strategy that helps to give you financial peace of mind. We have your back.

You're Our #1 Priority

You're Our #1 Priority

Our firm is based on our relationship with our clients, plain and simple. We're here to work with you at every juncture in life. 

Working For You, Not Wall Street

Working For You, Not Wall Street

We work with integrity and trust for you, not for Wall Street. Your success is our success and we'll work with you at every step. 

Get the Support You Need For Your Financial Goals

Get the Support You Need For Your Financial Goals

Our team of experienced financial advisors work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way. 

Retirement and Estate Planning

Retirement and Estate Planning

The need for financial planning doesn't stop once you reach retirement. In fact, during retirement it's more important than ever to work with a financial planner to continue to monitor your financial plan to help confirm that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs. 

William Heichel

William D. Heichel, JD, CFP®

Founder, Chairman of the Board & Senior Wealth Manager

Keith Heichel

Keith A. Heichel, CFP®, ChFC, AAMS

President/CEO & Senior Wealth Manager

Jennifer Heichel-Henderson

Jennifer Heichel-Henderson, CFP®, MBA

Chief Operating Office & Chief Compliance Officer

Scott Heichel

Scott A. Heichel, CFA®, CFP®

Chief Investment Officer & Senior Wealth Manager

David Evans

David A. Evans, PhD

Associate Wealth Manager

Richard Kammer

Richard Kammer

Associate Wealth Manager

Scott Brihn

Scott Brihn

Associate Wealth Manager

Please review Important Disclosure Information set forth in the Form CSR/ADV/Disclosure section of this web site.

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There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. The Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years. 

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