Ian’s Approach
Ian E. Heller
CFP®
Financial Advisor / Member Owner
Overview
Ian Heller is a financial advisor based in Savant’s New York offices in Melville and New York City, where he focuses on holistic wealth planning aligned with each client’s goals. A CERTIFIED FINANCIAL PLANNER® professional, he brings a personalized approach to every engagement, aligning investment strategy, cash flow planning, and long-term objectives to support informed financial decision-making.
Ian previously worked as a wealth manager at Heller Wealth Management. During his career, he has advised a diverse client base that includes high-net-worth individuals and families, corporate executives, business owners, and professional athletes and entertainers. He began working at Savant in 2026 when Heller joined the firm.
A graduate of Indiana University’s Kelley School of Business, Ian earned a bachelor’s degree in finance before beginning his career in Chicago with Ayco, a Goldman Sachs company. His background includes roles with several respected registered investment advisors (RIAs), providing experience across different segments of the wealth management industry.
Now living in Midtown Manhattan, Ian enjoys exploring the city, especially when it includes watching Liverpool FC at a local team bar. He is an avid New York sports fan who enjoys cooking, snowboarding, and spending time with family and friends.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Indiana University
Bachelor of Science in Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.