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
A Recipe for Achieving Your Goals
Does thinking about investing leave a bad taste in your mouth? With all the jargon that gets tossed around — headwinds/tailwinds; beta versus smart beta; portfolio under- and over-weightings; Brexit, Grexit and even Texit — investors are often left feeling like they have egg on their face when they try to make sense of it […]
Managing Volatility through Diversification
It’s impossible to time the market perfectly or completely avoid market fluctuations, and every year, there is significant rotation on which of the asset classes at right perform well or poorly. So how can long-term investors not only endure market fluctuations but plan for them in their journey to achieve their financial goals? The way […]
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 […]
HeimLantz Wealth Management Team Attends National Conference
HeimLantz, CPAs and Advisors, a local public accounting and business advisory firm, is pleased to announce that on November 11th, the firm’s Wealth Management team attended the 2018 National Conference, hosted by 1st Global. This year, the National Conference was held in Louisville, Kentucky. The HeimLantz group participated in various activities throughout the weekend, including […]
