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About Heller WEALTH MANAGEMENT

Heller Wealth Management is an independent, fee-based financial planning and investment advisory firm. We help individuals, families and business owners enhance the quality of their lives through complete financial advice.

Your Trusted Advisor for Life

We want to be your trusted advisor, not only where your investments are concerned, but in coordinating your financial life. That’s why we take the time, upfront and ongoing, to get to know the details of your unique circumstances, goals and objectives. We want to help you make smart decisions toward your secure financial future.

Independent, Fiduciary, Fee-Based Advice

CFP’s assist clients in the development and monitoring of financial plans.

As a fully independent advisor, we can avoid the conflicts of interest that are inherent to serving the agenda of a third-party entity. As a Registered Investment Advisor, we are fully committed and legally obligated to a direct, fiduciary relationship with you. This means we are required to always act in your best financial interest, exclusively for your benefit. You pay us for our advice via reasonable and transparent advisor fees, with no hidden incentives to sell particular products or make unnecessary trades. Finally, we care deeply about helping you achieve financial confidence via our high-touch level of client service.


Meet the Team


LARRY HELLER Photo
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LARRY HELLER

PRESIDENT CFP®, CPA

LARRY HELLER

PRESIDENT CFP®, CPA

Larry Heller is the President of Heller Wealth Management, an independent, fee based financial advisory firm that he founded in 1992. He works with clients to design investment and financial planning strategies that help them achieve their goals & aspirations. Larry is also responsible for the management and oversight of the investment process including portfolio management, trading, and risk control and investment strategy development.

 Larry has appeared on CNN, Fox’s Good Day New York, 103.9FM LI News Radio and has been quoted in The Wall Street Journal and Financial Planning Magazine.  He has written articles for Bloomberg Wealth Management and the Journal of Financial Planning. He is also a member of the Alliance for Wealth Management, a think tank of prominent tri-state financial advisors, where he co-authored a book titled Creating Prosperity.

BRIAN KATZMAN Photo
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BRIAN KATZMAN

Wealth Manager, CFP®

BRIAN KATZMAN

CFP®, ChFC®

Brian joined the firm in 2005. He has over 20 years of experience in the investment and insurance business, and has been featured in Fidelity Outlook Magazine. Brian is responsible for overseeing the development of all client financial plans. He is also responsible for implementation and monitoring of the investment strategy for each client.

GREG MOSS Photo
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GREG MOSS

Wealth Manager, CFP®

GREG MOSS

Wealth Manager, CFP®

Greg joined the firm in 2017. As a wealth manager, his focus is providing investment and holistic financial planning advice for clients. Prior to joining Heller Wealth Management, he worked as a financial planning associate at Edelman Financial Services, LLC where he was responsible for the implementation and monitoring of client investment portfolios.

JOANNA GRACE Photo
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JOANNA GRACE

Client Services

JOANNA GRACE

Joanna joined the firm in 2006. She is responsible for client relationship services and the smooth, efficient, and accurate transition of new clients to Heller Wealth Management. Joanna’s attention to detail gives clients an immediate sense of the value of the firm’s client experience. She is also responsible for managing our relationship with our custodian, Schwab.

CORIN WRAY Photo
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CORIN WRAY

PR & Marketing

CORIN WRAY

Corin joined the firm in 2015. She is responsible for strategizing PR communications and marketing efforts, as well as assisting in client relationship services. Corin previously worked as a part of the PR & Marketing team at 1-800-flowers.com.

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Larry Heller, Not Your Average Advisor.

 

A CFP® (Certified Financial Planner) and a former CPA.

Has helped solve complex financial planning for 20+ yrs.

Member of Wealth Management Think Tank.

A financial advisor think tank that meets monthly to discuss investment strategies and planning opportunities.

Larry is approached regularly by the respected journals.

“Journal of Financial Planning”, and “The Wall Street Journal”.