Heaton Financial, Pc

Overview

Heaton Financial, Pc is an independent registered investment adviser operating as a corporation owned by an individual. The firm serves both individual and family clients as well as institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its fee model combines percentage-of-AUM billing with hourly charges. The adviser does not present itself as an active ESG investor and it is not registered as a multi-state adviser. Services are limited to advisory and planning activities rather than pension consulting or acting as a capital allocator or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives