Financial Advisor, OSJ
Independent Financial Group, LLC
Working with Envestnet since
Dan Heironimus of Independent Financial Group, LLC enjoys Envestnet’s wide variety of managers and investment styles, which allows him to construct each client’s profile in a way that appropriately balances risk and tax exposure as well as strategic and tactical investments. With Envestnet, he can strike the right balance of absolute return, taxable return, and relative return investments—and adjust it as the client’s needs evolve.
Heironimus says, “Not only does Envestnet offer breadth of investment options—with access to nearly 900 SMA products—but they also excel at delivering proprietary solutions that meet the challenges of a volatile market environment. What’s more, a strategy specialist is available to consult with me on sophisticated proposals when I need assistance.”