Ian E. Heller
CFP®
Financial Advisor / Member Owner
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Education &
Ian Heller is a financial advisor based in Savant’s Melville, New York, office, 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.