What We Do

The decision to trust someone with your hard-earned money is very personal

Because there are many financial advisors, financial planners, wealth advisors, portfolio managers, with myriad titles, and descriptions, it can be tough to sort the good expertise from the fluff. Consider these criteria when evaluating an advisor.

Experienced

Personalized

Customized

Accessible

Since 2000, we have seen our clients through several full financial cycles. We do not offer a "cookie-cutter" approach, or "one-size-fits-all." We value communication with our clients, and we consider communicating a two-way street. We focus on your needs and desires, acting as your personal Chief Financial Officer, proactively staying aware of any changes in your financial situation, and helping you to identify your financial goals for the future.

Your Roadmap

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC, Healy Wealth Management, and Integrated Financial Group are separate entities from LPL Financial. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, CA, DC, GA, KY, MD, MO, NJ, PA, SC, TX, and WA.

© 2020 Healy Wealth Management
Top