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amanda.minchew@lpl.com
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About Us

Financial Partners
Planning Your Future

Choosing a financial partner is one of the most important decisions you will ever make. As an independent financial services firm, we have no limitations on investing or pressure to meet production goals. We are committed to providing you with complete wealth planning advice to help you address your life and legacy goals. Our comprehensive approach takes into consideration each piece of your financial situation to solve the puzzle of building and preserving your wealth. 

Whether you are a business owner, planning for retirement, saving for your family's future, or looking to make a difference, you can feel confident that your financial needs are being managed at Heartwood. We earn your trust by doing the right thing and doing these things right consistently. That is why so many clients choose Heartwood to become their valued advisors.     

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Financial Expertise
Building On Your Success

Our primary goal is helping you take care of yourself and your family. Developing long-term relationships that encourage open and honest communication has been the cornerstone of our success. By learning more about your personal situation, identifying your goals and dreams, and understanding your tolerance for risk, we can help build your foundation for success. 

Financial Planning
Delivering Results

 Discovery of your wealth goals 

We begin by learning everything we can about your needs, concerns, goals, priorities, and aspirations.

  Creation of wealth plan 

We create your personalized wealth plan and proprietary investment strategy outlining the management style to correlate with your needs.

 Implementation of your financial plan

We put your wealth and investment plans into practice, building your portfolio and collaborating with other professionals when needed.

  Ongoing planning process

We go through the entire planning process as your life and needs change over time.

   Continuous monitoring of your plan

We continually monitor your portfolio to ensure it is performing to our standards and yours, and regularly review your financial plan to ensure you stay on track towards your goals.

The Heartwood Advantage

By keeping you focused on your long-term goals, our advisors play a crucial role in your financial wins. With more than two decades of experience and vast professional resources such as attorneys, analyst, and advisors, we are prepared to make informed decisions to build your customized wealth plan. Knowing the risks and finding opportunities, the experts at Heartwood can navigate the fluctuating economic environments helping you achieve financial success. Our client-focused vision and dedication to advising with integrity is how you gain the Heartwood Advantage. 

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Amanda Minchew

LPL Financial Advisor

Office: 225-757-9554

Fax: 225-771-8368

amanda.minchew@lpl.com

Expert Advice 
Investing Confidently

If you're seeking financial solutions tailored to your specific circumstances, we have the experts. At Heartwood, we are experienced and capable of providing the support you need. 

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