Helping Americans work toward their financial goals and dreams

 David & Stacy Hefty, Co-Founders

“Our mission is to guide clients throughout life’s most important financial events with service and expertise above and beyond client expectations."
- David & Stacy Hefty, Co-Founders

Four Pillars of Hefty

Education

It is our belief that education is a key to living the American Dream. We provide on-demand education for anyone, anywhere, at any time. Everyone deserves the opportunity to be successful and we have dedicated ourselves to providing that opportunity.

Communication

Open lines of communication reduce confusion and help maintain strong relationships. We strive to be the best communicators by, not only delivering information, but by listening to our clients needs and desires to help set and pursue their goals.

Honesty

We see fear and greed running rampant in the financial services industry. But at Hefty Wealth, we refuse to inflate expectations and lie about investment products to win more business. Our fee-based services align our interests with those of our clients.

Integrity

We believe in the power of the human spirit and respect the rights of all individuals. Our only bias is toward our clients, to assist them in all of life's financial events. What Wall Street does and says has no bearing on us. We work for our clients and no one else.

We Believe…

Firm History

Like you, our co-founders David & Stacy Hefty, had their own American Dream. After working for a large national investment firm and learning the ins and outs of the brokerage world David & Stacy dreamt of a different way of helping Americans work towards achieving their financial goals. They dreamt of a team of diverse financial professionals working together and collaborating with clients and other trusted advisors such as attorneys, bankers and tax accountants. They dreamt of a long term relationship where the advice delivered did not have a bias conflict of interest. By the summer of 2000 this dream became a reality when they left their jobs and their brokerage firm’s clients and moved three hours north to start over from scratch with nothing but their dream and each other’s support. The firm has achieved several notable accolades over the years but this has been the result of our team living out OUR BELIEF STATEMENTS.

Our Story

Hefty Wealth Partners is a knowledgeable community of financial professionals who believe communication, education, honesty, and integrity are the four pillars of every successful relationship. Working as a team, our professionals simplify the demands of wealth, helping to manage all aspects of your financial life so you can spend more time on other important priorities like family or your business. We serve accomplished individuals, families, businesses, trusts, estates, corporations, and foundations seeking a committed partner to help identify and work toward achieving individual financial goals.

Advantage of Independence

We believe our fiduciary obligation is to our client and NOT Wall Street.
Our independence helps provide the confidence you seek to pursue financial success on your terms.

At Hefty Wealth Partners, we recognize the importance of our responsibility to provide you with prudent investment management and unbiased advice. As independent advisors we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms.

As an independent registered investment advisory (RIA) firm we have no obligations to investment product manufacturers and no cross-sell quotas or home-office directives that may lead to conflicts of interest. Instead, we spend our time developing customized strategies for the unique challenges you face.

Local and National Resources

Hefty Wealth Partners provides you access to the resources, information and experience you require to pursue your goals with confidence. Once we know where you want to go, we put your money and our extensive resources to work to help get you there. Our commitment to communication and education ensures you remain informed about economic events, tax legislation, financial market activity and other information that may impact your financial decisions.

Our Wealth Partners are frequent guests and subject matter professionals for local and national print and broadcast media outlets. All are highly experienced in interpreting complex financial data in an effort to help their clients and the public understand the potential outcomes of specific circumstances, events and situations.

David Hefty

David Hefty, CFP®

CEO, Wealth Partner
David Hefty is the CEO and co-founder of Hefty Wealth Partners. David is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association (FPA).
Angie Lockwood

Angie Lockwood, CPA

Chief Operations Officer
Angie Lockwood, CPA is Chief Operations Officer at Hefty Wealth Partners. She is responsible for overall operational efficiencies and technology integration, as well as the execution of the firm’s strategic initiatives driving growth and profitability.
Stacy Hefty

Stacy Hefty

President, Wealth Partner
Stacy Hefty is the President and co-founder of Hefty Wealth Partners. She is also the former co-host, with her husband David, of “About Your Money”, a live call-in Radio Show that aired on WGL Talk Radio 1250 for nearly three years.
Edison Byzyka

Edison Byzyka, CFA

Chief Investment Officer
Edison Byzyka is the Chief Investment Officer at Hefty Wealth Partners. He is responsible for managing all portfolio strategies across various risk objectives, authoring the firm’s voice, and leading all research and due diligence efforts.

 

 

 

 

 

 

 

 

 

 

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Doug Lockwood

Doug Lockwood, MBA, CFP®

Branch President Wealth Partner
Doug Lockwood brings extensive knowledge and experience to his role as Branch President and Wealth Partner for Hefty Wealth Partners with 25+ years in the banking and financial services industry. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner.
Brian Neal

Brian Neal, AAMS®

Financial Advisor
Brian David Neal is a Wealth Partner at Hefty Wealth Partners, having joined the firm in early 2013. He works with clients to implement holistic, individualized wealth plans and to help them work toward their financial goals by providing unbiased advice.