Heartland Financial Strategists began in 1995 when founder Bob Miller decided an independent advisory approach was the best fit for his client relationships. The major benefit is that we answer to and work for our clients, not a proprietary, distant, financial institution. Truly, the focus of our business is your financial success. As begins our client Bill of Rights, “You are the purpose behind everything we do.”
As the number of clients, assets, and financial solutions has grown over the last 15+ years, so has our team. Enjoy employing not just an investment manager, but also the resources of a certified financial planner (CFP), client satisfaction advocate, and access to experienced and personable insurance professionals, CPAs, and estate tax attorneys. Wherever you find yourself on your financial journey, it is our goal to advise you on the best options to attain your goals while making the experience as stress free as possible.