225 Broadhollow Road, Suite 215 Melville , NY 11747

631.248.3600

545 Fifth Avenue, Suite 1108 New York , NY 10017

212.273.0400

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.

Education &
Designations

Indiana University
Bachelor of Science in Finance
CERTIFIED FINANCIAL PLANNER® professional

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.

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