Heymont & Company’s mission is to build long-term relationships with our clients based on trust, mutual respect, exceptional service, and honest advice that seeks to build their wealth over time.
We believe in honesty, transparency, and putting client’s needs above our own. We strive to work with client’s who share our passion for financial planning, who believe that investing is a long term process, and who wish to create a legacy for themselves and their loved ones.
We serve successful entrepreneurs, corporate executives, business owners, and retirees. Our ideal client sees the value in partnering with a professional to oversee their wealth, to enjoy a comfortable retirement, and to help protect their family.
We exist as a truly independent firm without conflicts of interest, proprietary products, or quota’s to meet. We are not employees of a bank or brokerage firm. We work solely for you and your family. With over 50 years of combined experience among our professionals, we have seen bull markets and bear markets, and have successfully guided our clients toward their goals.