When you’re passionate about your Purpose, about helping each client reach their financial goals and Making Lives Better, it shines through in everything you do. At HeimLantz, our whole team lives our Purpose and Core Values with passion. They have committed the firm’s Core Values to memory- Just ask them!
Passion
One of our foundational Core Values is centered on relationships. We believe in creating strong relationships with our clients based upon mutual honesty and integrity. Further, our team is committed to understanding your needs and working toward your goals as if they were our own. We measure our value through the success of our clients.
Relationship
Most people don’t think of CPAs as innovators but innovation is another Core Value that our HeimLantz team lives by. The pace with which our world is changing today means that what we did yesterday might not be sufficient tomorrow. So our team is committed to thinking outside the box, seeing new possibilities, and looking for hidden opportunities. Are you looking for a little innovation from your business advisors?
Innovation
Helen Keller once said, “Alone we can do so little; Together we can do so much.” At HeimLantz, collaboration is one of our Core Values because we believe in this principle. We combine strength and wisdom because we know that we’re going to get the best results through true synergy. But it’s not just our team members that collaborate…We believe in collaboration with our clients and the other advisors we serve. We’re ready to collaborate with you!
Collaboration
We strive to create a different experience and environment for our clients and our team members, a culture that lives and breathes our Purpose and Core Values. It’s this culture that allows us to develop relationships, not business transactions.
Culture
Meet Our Team
Our Commitment
The SECURE Act
Long-established retirement account rules change. Provided by Sheri Winegardner, CFP®, CPWA® The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will […]
Client’s Corner: This Wasn’t Supposed to Happen
AS I WRITE, IN THE RUN-UP TO THANKSGIVING, THE S&P 500 Index has significantly breached 3,100. Should it end the year there, it will have advanced nearly 24% from its December 31, 2018 close of 2,507. Add a couple of percentage points of return from cash dividends, and 2019 will turn out to be one of the greatest years […]
Blucora to Rename Wealth Management Business Unit as Avantax Wealth Management℠
Firm Offers Tax-Smart Planning & Investing Strategies to Advisors and the Clients They Serve Earlier this year, our firm’s wealth management support and services provider, 1st Global, was purchased by Blucora, Inc., a leading provider of technology enabled solutions to consumers, small businesses and tax professionals. Blucora plans to unify its two wealth management divisions, […]
Murray, Wamsley & Schrader, LLC Joins HeimLantz CPAs and Advisors in Merger
Effective January 1, 2019, certified public accounting firm Murray, Wamsley & Schrader, LLC (MWS) is pleased to announce that it will be merging with local accounting company HeimLantz CPAs and Advisors. “The addition of Mary Ann Murray and Jenny Wamsley, and all of the team members at Murray, Wamsley & Schrader, to our firm will […]
