Heal Financial LLC

Overview

Heal Financial LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm’s business model combines a percentage-of-AUM fee schedule with hourly billing, and it reports that all assets under management are managed on a discretionary basis. Investment activity is equity‑centered: the adviser shows a clear preference for exchange‑listed securities and exchange‑traded products as the primary building blocks of client portfolios. Heal Financial does not identify as an active ESG investor and operates from a single-state footprint. Manager allocation behavior is conservative in structure: rather than acting as a multi‑manager capital allocator, the firm uses third‑party managers for areas outside core listed equities. That approach points to a modest roster of outsourced solutions for alternative exposures and reliance on liquid, cost‑efficient instruments for the bulk of client holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices