We’re built for serving big dreamers.

Our Unique Approach

What’s important to you about money? Our caring, experienced advisors keep your values at the focus of their work with you. We won’t sell you financial products from a parent company that you might not even need. We’ll vet every option we recommend to you long before we ever recommend it.

You deserve a wealth management experience that puts you and your values first.

Big dreamers

If you didn’t have to work anymore, what would you do?

We all dream about retirement, but what happens when you get there? We believe the journey isn’t over just because you’ve retired.

Maybe your ideal retirement starts in the driver’s seat of an RV or maybe you want to be comfortable at home, enjoying time with your nearest and dearest. We can help guide you toward your ideal retirement – one that puts your values front and center – so you can enjoy your non-working years to the fullest.

What’s important to you about money?

You might think the answer is obvious, but you’d be surprised at the variety of answers we get! Whether it’s having enough money to take care of you and your family through your retirement years, using your retirement income to take your family on international vacations, buying a retirement home, or what have you, we want to know what you care most about so we bring more of it into your retired life.

You’ve heard enough about us. We want to learn about you! 

Here is just a small sample of the questions we ask our new clients to get a full sense of what they value and what they want to accomplish by partnering with Heffernan Financial.

What are your personal goals?

What would you like to achieve with your money?

What do you want to do for your children?

What do you want to do for your parents?

Would you describe yourself as an introvert or an extrovert?

What pets do you have?

How do you save or set aside money to invest?

What is your opinion of taxes? What kinds of taxes bother you the most?

When you think about your finances, what are your three biggest worries?

What were your best and worst experiences with a professional advisor?

The Heffernan Financial Advantage

When you work with us you gain access to an experienced team. We’ll tailor your portfolio to your values and help you make the complex financial decisions seeking to accomplish your goals. We’ll focus on strategies that help you “move the needle” on the goals you care about the most.

Our Promise to You

We’ll give you advice, not sales pitches. We’ll hold ourselves to the fiduciary standard, which means we’ll make sure our recommendations are in your best interest and not based on potential commissions. We’ll remain accessible to you and answer your emails without delay. 

Whether it’s planning retirement, setting up a 529 account, creating a personalized financial portfolio, or mapping out a plan toward your financial aspirations, Heffernan Financial, Inc. is equipped to assist you with your goals.

*Please Note: Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Heffernan), will be profitable, equal any historical performance level(s), or prove successful.