Hellinger Financial

Hellinger Financial is the practice of David Hellinger, an LPL Financial advisor who builds customized, goals-based financial plans instead of cookie-cutter ones. His focus is the whole financial picture, from 401(k)s and tax planning to retirement and college savings. He works with young professionals, people nearing retirement and retirees, and he has a particular focus on executives, business professionals and medical professionals.

A first meeting is a no-obligation chat that can be held by phone, on Zoom or in person. After that, clients usually have review meetings at least twice a year, with quarterly check-ins and more contact whenever they want it. Day-to-day account work is handled with help from assistant Cristy Head. Advisory services are offered through Independent Wealth Advisors, LLC, and David is registered in 13 states.