^Independence
Rooted in Strength

Heartwood Wealth Management is a proudly independent firm benefiting from the financial strength of our partnership with LPL Financial. From our foundation of experience, we provide our clients with expertise in global asset management, financial planning, and wealth planning services. Our firm comprises teams of highly experienced and accredited wealth management specialists working together to deliver a uniquely different financial advisory experience. At Heartwood, you will receive deeply personal service from local experts combined with the resources and support of a global leader to seamlessly service all your financial and wealth planning needs. 

^{Values and Integrity}
Founded with Experience

After more than two decades advising clients in the financial sector, Heartwood Wealth Management was founded on strong values and experience to deliver planning and asset management services with a caring approach and strategic advice. Our vision is client-centered with a primary focus on the best interest of our clients above personal gain. Through open and honest communication, we engage with client's for a deep understanding of their needs to create an individualized strategy. While working to become your trusted advisors, we cultivate relationships of integrity guiding clients through all their financial decisions to help them reach their goals for the future. Let us help you plan for financial success with a profoundly different wealth management and financial planning experience.

Selecting the right name for a company is particularly significant as it uniquely defines a business. Often the first impression for consumers, the name and brand are essential to conveying the core beliefs and values of a company to the audience. This non-verbal message renders an emotional connection that directly affects how a company is perceived and can influence consumer decisions. We approached the process of selecting our name and logo with great care as it is a key component differentiating us from our competitors. Discover more about the building blocks of Heartwood Wealth Management.