first impressions.

Ian Heller is a graduate of Indiana University’s Kelley School of Business, where he earned his bachelor’s degree in finance before launching his career in Chicago with Ayco, a Goldman Sachs Company. Over the past decade, Ian has built a well-rounded career in wealth management, working with several respected Registered Investment Advisors (RIAs) before finding his professional home at Heller Wealth Management.

Taking a holistic and comprehensive approach to wealth planning, Ian draws on years of experience advising a plethora of clients including high-net-worth individuals and families, professional athletes and entertainers, corporate executives, and business owners to name a few. His ability to tailor strategies to the unique needs of each client reflects both his deep industry knowledge and his commitment to long-term relationships.

Now residing in Midtown Manhattan, Ian enjoys exploring the city—especially if it involves catching a Liverpool FC match at a local team bar. An avid NY sports fan, he’s also passionate about cooking, snowboarding, and spending quality time with family and friends.