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
Beware the Confirmation Bias
FIFTY YEARS AGO, TWO ISRAELI PSYCHOLOGISTS—DANIEL Kahneman and Amos Tversky—completed a groundbreaking research paper, the central thesis of which is that people’s “intuitive expectations are governed by a consistent misperception of the world.” The key word in that sentence is consistent. It’s the notion that human behavior is not just randomly irrational but systematically so, […]
Of Temporary Declines and Permanent Losses
There is a curious kink in human nature that is very detrimental to success in equity investing. To wit: in virtually every area of our economic lives, we are attracted to things when they go on sale. Bargain prices draw us in, and we consider stepping up our purchases of items we need, or might […]
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, […]
