Welcome to Heller Wealth

Building a career, a family, and a future is more than a full time job for even the most ambitious individuals. In an ever-changing world of investments and financial planning practices it takes a dedicated team with the right energy, experience, and knowledge to feel confident that you are on the right path to achieving your goals. We have built our team based on these core principles and as an independent wealth management firm we understand that every person we meet has their own story unique to their needs, goals, and concerns.

Our offices are located in downtown Summit, New Jersey and Midtown Manhattan, however, our services are not limited to these areas as we currently serve clients throughout the U.S. and overseas. We provide personalized investment management for each of our clients, access to alternative forms of investing and offer additional value through our in-depth financial planning services. Each member of our financial planning team is a CERTIFIED FINANCIAL PLANNER™, qualified to provide you with the resources you need to meet your retirement, education, insurance, tax and estate planning goals.

We are large enough to provide our clients with institutional services, yet personal enough to focus on each of our clients’ specific needs and objectives. Our goal is to develop a long-term relationship with each client that spans over generations.

If you are interested in learning more about our personal, hands-on approach please give us a call at 973-287-5437. We are happy to introduce our team and learn more about you and your family to see if we are the right fit for you.

Named a 2013, 2014, 2015, 2016, 2017, and 2018 Five Star Wealth Manager by NJ Monthly Magazine.

Please click here to view our 2018 Five Star Wealth Manager Award.

Featured Services

Financial Planning
As wealth advisors, we work with each client as a personal coach, helping to manage every aspect of your financial life. Once we have evaluated your finances.

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Investment Management
At Heller Wealth Advisors, we pride ourselves on our investment management program. The backbone of our investment philosophy is providing sophisticated investment options that are fully integrated. 

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Contact Team

Jordan Heller
Chief Executive Officer

Donald J. Hertling

Michael Whittemore
Chief Investment Officer 

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In early September, we posted our “How to Avoid Identity Theft” blog. Due to the recent Equifax data breach, we are providing a follow up post with additional steps you can take to protect yourself against identity theft. The Equifax data breach lasted from mid-May through July of this year. Hackers were able to access names, Social Security numbers, addresses, birthdates, and driver’s license numbers. To protect your identity, we recommend that you consider the following actions. 1. Keep a...

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