Bryan Heilman | Wealth Advisor | Charleston, SC
Have you ever felt that your future isn't where your feet are? It’s a question that strikes home for many investors when they consider their strategies and the effectiveness of the advice they are currently receiving.
While many feel "financially frozen", he quickly melts the ice; first with his smile, a shake of the hand, and then what he can do for you. Bryan is more of a lifestyle engineer than a financial planner. His ideal partnership is with someone who thinks well before the jump. "I prefer to answer the question, does this make financial sense?", he affirms.
While many of us are rooted in the idea that long-term investing begins when you first contribute, Bryan is quick to remind us that it's in the planning- the very first notion of your thoughts—weighing pros and cons, creating a blueprint for our visions, and seeking guidance — that are the first steps.
"I like to be the second or even third pair of eyes when it comes to your future." Bryan is with his clients from the messy middle to well after they settle and is confident in providing resources as well as connections for the things that are not within his purview. His commitment is this:
“My personal mission to far exceed in value to you, what we would ever charge you in fees.”
With two decades of retail leadership, Bryan was firmly rooted in taking care of the people who in turn, were taking care of you. After much frictional disagreement with upper management, such as better employee benefits and pay, Bryan searched where his value was a vision. After much reflection, reworking his family’s financial structure and instilling financial acumen in his son sparked a new passion.
Within 3 months, Bryan earned his Series 7, 66 and State Insurance Licenses and began serving clients.
"One of the reasons I chose this journey in wealth management," he affirms, "is how I can use my career change to assist others." Here his experience in developing long-term relationships is a strength that leads to deeply understanding his clients and their situations.
"I develop personalized strategies by knowing my client's story," Bryan affirms. "By understanding their situation, and all their goals, together we organize, build, protect, and transfer their wealth." His ideal clients are corporate executives transitioning into full-time entrepreneurship. "While they move into a space where their valuable time is best spent on their business, I ensure that their family's goals are top of mind and the strategies to achieve them are consistently reviewed."
Outside of his professional endeavors, Bryan and his wife, Meredith can be found rooting for their son Beckett’s sports teams or adventuring in one of the Tri-County’s many parks. They are also consistent supporters of the South Carolina Stingrays, Charleston Battery & RiverDogs; and can often be found at any number of their home games.