I’m Ethan Heiden, your friendly neighborhood financial guru. By day, I’m a tax-savvy financial advisor providing holistic financial planning and wealth management to passionate, motivated individuals and businesses! When I'm not deep in the numbers game, you'll catch me navigating the wild ride of parenting with my three kiddos in tow.

Now, I’m not just about dollars and cents; I’m a big fan of the outdoors and can seamlessly transition from tax strategy to shotgun shooting sports. Quality family time, camping and the occasional travel adventure are my secret weapon for recharging those financial planning batteries.

With a passion for tax efficiency and a knack for making financial planning a breeze, I am on a mission to turn chaos into cash flow. Currently on the road to becoming a Certified Financial Planner (CFP), I’d love to be the unsung hero of your financial saga, blending expertise with a sprinkle of humor. After all, who said money matters can't have a touch of fun?

If you crave personalized hands-on financial planning and you're motivated to take intentional and proactive steps with your finances—let's connect! Schedule a meeting and let's embark on your exciting financial journey together!

My specialties:

  • Business Owners As a business owner myself, I understand the many challenges and complexities inherent to the landscape. Whether you prefer a hands-on or hands-off approach, I'm here to help optimize your financial health through strategic tax-conscious planning and implementation.

  • Families & Retirees: I'm here to guide individuals through each stage of your financial journey. Whether you're adding to your family, building up your career or looking for that robust retirement exit strategy, I've got you covered.

Take the first step towards financial success! Schedule a meeting with me to discover just how we’d work together to turn your aspirations into achievements.

Your financial future awaits – let's make it extraordinary together!

I’m proud to be an Independent, Fiduciary Financial Planner. and follow these five fiduciary principles:

1. I will always put your best interests first

2. I will act with the skill, care, diligence, and good judgement of a professional

3. I will not mislead you and provide full disclosure of important facts

4. I will avoid conflicts of interest

5. I will fully disclose and fairly manage, in your favor, any unavoidable conflicts