New York-Based Heller Wealth Management Joins Savant
— The Partnership Adds a Second New York Office to Savant’s Presence in the State —
Key Facts at a Glance
- Partner firm: Heller Wealth Management
- Headquarters: Melville, New York
- Assets under management: Approximately $550 million
- Founded: 1992
- Years in business: 33
- Employees: 6
- Transaction closed: March 31, 2026
ROCKFORD, Ill. (Mar. 31, 2026) – Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it has partnered with Heller Wealth Management, a Melville, New York-based registered investment adviser with approximately $550 million in assets under management. The partnership expands Savant’s footprint in New York, where it already has a New York City office, and brings together two firms with a shared focus on fiduciary advice and comprehensive financial planning. Advisor Growth Strategies, LLC, served Heller Wealth Management’s advisor. Savant did not disclose financial terms of the deal.
Founded in 1992 by Larry Heller, CFP®, Heller Wealth Management has served clients for more than three decades with a planning-first approach focused on long-term relationships, objective advice, and coordination across every aspect of a client’s financial life. The firm primarily serves individuals, families, business owners, and retirees, but also offers retirement plan services to businesses.
“This partnership allows us to maintain the culture and client experience we have built over the years, while giving our clients access to a deeper level of planning support and resources,” said Heller. “Savant’s commitment to fiduciary advice, employee ownership, and comprehensive planning made this a natural fit for our clients and our team.”
As part of the partnership, Larry Heller, Greg Moss, CFP®, Belinda Tsui, AIF®, CFP®, and Ian Heller, CFP® joined Savant as member-owners. The remaining Heller team members became Savant employees at closing.
“Heller Wealth Management exemplifies the type of firm we seek out as partners,” said Brent Brodeski, CFP®, CPA, CFA®, MBA, founder and CEO of Savant Wealth Management. “Larry and his team have built long-standing client relationships grounded in trust and thoughtful planning. This partnership ensures continuity for clients while creating new opportunities for the Heller team within Savant’s majority employee-owned structure.”
The full Heller Wealth Management team will continue operating from its Melville, Long Island office. Following the close of the transaction today, Savant now operates 66 offices in 26 states.
Frequently Asked Questions About the Savant and Heller Wealth Management Partnership
What stays the same for Heller clients following the partnership?
Clients continue working with the same advisors and service team, with no disruption to existing relationships or planning approach.
How does this partnership benefit Heller Wealth Management clients?
Clients gain access to a broader range of tax, estate, trust, and comprehensive wealth management services through Savant, while maintaining a local advisory relationship.
Who joined Savant as member-owners from Heller Wealth Management?
Larry Heller, Greg Moss, Belinda Tsui, and Ian Heller joined Savant as member-owners as part of the transaction.
How does this partnership impact Savant’s presence in New York?
The partnership strengthens Savant’s New York presence and contributes to the firm’s national footprint of 66 offices in 26 states.
About Savant Wealth Management
Celebrating its 40th year, Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients with approximately $50 billion in assets under management and $1.9 billion in assets under advisement as of Mar. 31, 2026. As a fiduciary advisor, Savant provides investment management, comprehensive financial planning, retirement plan services, and family office solutions to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll, and consulting services through its affiliate, Savant Tax & Consulting, and estate planning document preparation and related legal services through its affiliated law firm, Savant Legal LLP.
Savant is a registered investment adviser. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he or she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Please read our Important Disclosures at savantwealth.com.