Helping Americans work toward their financial goals and dreams
“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
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.
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.
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.
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.
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.
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.