Larry E. Heller
CFP®, CDFA®Managing Partner / Financial Advisor
Financial Advisors in Melville, NY
At Savant Wealth Management in Melville, NY, our fiduciary financial advisors dedicate themselves to helping you approach your financial future with confidence and clarity. As a fee-only, majority employee-owned firm, our goal is to help provide objective advice that aligns with your best interests. From our office at 225 Broadhollow Road, Suite 215, we work with individuals, families, and business owners to create customized strategies for managing, growing, and protecting wealth.
While most of our clients have $750,000 or more in investable assets, we also collaborate with those who anticipate meaningful financial growth from career advancement, business ownership, or inheritance. Whether you’re managing increasing financial complexity, planning for retirement, or evaluating opportunities to preserve and grow wealth, our advisors help create strategies designed to support your evolving goals.
If you’re preparing for retirement, navigating complex financial decisions, or aiming to align your investment, tax, and estate planning strategies, our Melville-based team is here to help. Schedule your introductory consultation to learn how Savant can help support your long-term goals with clarity and care.
Why Choose Savant in Melville for Financial Planning?
Savant Wealth Management brings national depth and local insight to every client relationship. Our Melville advisors are committed to providing personalized guidance supported by a collaborative, credentialed team. As fiduciaries, we are legally required to act in your best interests. From managing investment portfolios and retirement assets to navigating tax-efficient wealth strategies and legacy planning considerations, we focus on your goals and offer ongoing support through every stage of life.
Financial Planning Services Offered at Our Melville Office
Our Melville office offers a full spectrum of comprehensive financial services designed to help you meet your evolving needs. From investment and retirement planning to estate planning and tax strategies, our integrated team approach helps to ensure every part of your financial life works in harmony. By coordinating multiple areas of planning, we help clients make more informed financial decisions and adapt their strategies as priorities change over time. Explore the service options below to see how Savant can help you pursue your goals.
Meet Our Melville Financial Advisors
Our Melville financial advisors bring years of experience and a commitment to every client interaction. With specialized knowledge in tax strategy, estate planning, and investment management, we offer well-rounded support for individuals, families, and business owners across the region. We work closely with clients to help navigate important financial decisions, develop long-term strategies, and adapt to changing circumstances over time. We take pride in serving the Melville community with thoughtful guidance and a personalized approach tailored to your goals.
Ian E. Heller
CFP®Financial Advisor
Gregory T. Moss
CFP®Financial Advisor
Belinda Tsui
CFP®, AIF®Financial Advisor
Savant's Financial News & Views | Melville, NY
Retirement Planning Strategies for High-Income Professionals in Melville
Explore retirement planning in Melville, NY, including tax-efficient strategies, deferred compensation planning, and retirement income coordination.
How Melville Families Can Plan for Inheritance and Long-Term Financial Flexibility
Inheritance planning in Melville, NY, involves more than receiving assets. Learn how families can evaluate inherited wealth and long-term financial goals.
What to Look for in a Fiduciary Financial Advisor in Melville, NY
Learn how to choose a fiduciary financial advisor in Melville, NY, including fee-only advice, transparency, and long-term financial planning.
Why Heller Wealth Management Chose Savant: A Conversation with Larry Heller
A conversation with Larry Heller on why his firm joined Savant and how the partnership supports clients and future growth.
Upcoming Webinars
Biggest Financial Risks Facing High-Net-Worth Families
August 19 | 1:00 PM CTManaging More Than Assets – Assess risks that may affect wealth, legacy, and family goals. Best for investors with $750K+ saved.
Register Now
When Equity Compensation Becomes Real Money
August 26 | 1:00 PM CTUnderstanding Equity Pay – Learn about key decisions surrounding equity compensation. Designed for those with $750K+ saved.
Sign Up
Techniques Affluent Families Use to Help Grow and Maintain Their Wealth
September 2 | 1:00 PM CTWealth Across Generations – Explore wealth preservation and legacy planning considerations. Best for those with $750K+ in investable assets.
Join Us
Webinars On Demand
Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!
Watch NowFAQs About Financial Advisors in Melville, NY
Why work with a financial advisor in Melville, NY?
Working with a local financial advisor in Melville provides access to personalized guidance and ongoing support as your financial needs evolve. Whether you’re preparing for retirement, managing investments, or planning for future generations, a local advisor can help you create a strategy aligned with your goals.
What financial planning considerations should I evaluate before retirement in Melville?
Retirement planning often includes evaluating income sources, investment allocations, healthcare expenses, tax implications, and estate planning needs. A comprehensive strategy can help prepare you for both expected and unexpected financial challenges.
How often should I review my financial strategy in Melville?
Many individuals review their financial strategy annually and after major life events such as retirement, business changes, inheritances, or significant shifts in financial circumstances.
What should business owners in Melville consider when creating a financial plan?
Business owners often need to balance personal financial objectives with business-related considerations such as succession planning, tax strategies, retirement planning, and wealth preservation.
What should I look for when choosing a financial advisor in Melville, NY?
When evaluating advisors, consider their experience, planning philosophy, compensation structure, and ability to provide guidance across multiple areas of your financial life.
How do I get started with a financial advisor in Melville, NY?
Getting started typically begins with a conversation about your goals, financial priorities, and current situation. From there, an advisor can help identify opportunities and develop a personalized strategy tailored to your needs.
Financial Planning Tools and Resources for Melville, NY Residents
Building long-term financial confidence starts with access to the right information. Our Melville team provides planning resources, educational insights, and practical tools designed to help you evaluate opportunities, navigate important financial decisions, and stay focused on your goals.
Connect with a Financial Advisor in Melville, NY, Today
Creating long-term financial confidence requires a strategy that can adapt as your goals evolve. Whether you’re focused on wealth preservation, retirement planning, or preparing for future opportunities, our Melville advisors can help. Contact our office at 631.248.3600, or schedule a consultation to start building a plan tailored to your needs.
