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
One Year, Three Classic Mistakes
THIS LITTLE ESSAY IS BEING WRITTEN ON FEBRUARY 19TH, AND with good reason: it was February 19th of last year when the S&P 500 Index made its last all-time high, just prior to a 33-day, 34% plunge as the COVID-19 pandemic burst upon the world. These 12 months have been as instructive as any within […]
A Tale of Five Decades
ONE OF THE GREATEST ADVANTAGES THE individual investor can possess—and the one least available from the 24-hour financial “news” cycle—is long-term perspective. As President Harry Truman said, “The only thing new in the world is the history you do not know.” In many important respects, the history of the last five decades is one of […]
HeimLantz Team Members, Sheri Mergenthaler and Daniel Russell, Present at MACPA Event
Local accounting and business advisory firm, HeimLantz, is pleased to announce that Daniel Russell, CPA, ABV, CFF, CVA, CFE and Sheri Mergenthaler, CFP®, CPWA®, CDFA® recently presented at a MACPA Event titled “Having the Right Energy at the Right Time! & Financial Planning Techniques for All Stages of Life. “Personal financial planning is a topic […]
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, […]
