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DEMEL’S STORY
Our Core Beliefs
Rooted in Trust
With over 25 years of experience in the field of financial services, I became aware of the numerous conflicts of interest that existed in a traditional brokerage relationship, and wanted to offer a business model that would put their client’s best interest first.
In the time that we had taken to help and educate our clients with their investments, we also took the time to listen. It was in listening that our clients had, in turn, taught us. Heartwood’s three founding principals were established directly from our clients.
Heartwood believes that:
Relationships Matter
At Heartwood, we prioritize serving YOU. We value our clients and have configured a business model that focuses on relationships.
- Small Client-Advisor Ratio which lends itself well to getting to know you on a deeper level
- Communication is paramount and we have consistent, scheduled contact with our clients
- Your Financial Planner is also your Portfolio Manager
- When you call, we answer.
- At Heartwood, clients become friends.
Trust Matters
We strongly believe that all clients deserve the Fiduciary Standard of Care.
- Compensation comes directly from our clients; known as “Fee-Only”
- Vested interest in our clients as we are the business owners
- No commissions
Expertise Matters
From asset allocation, distribution, and income strategy, Heartwood Financial Services provides its clients with a high level of expertise.
- Serving clients since 1998
- Certified Financial Planner ™
- Certified Kingdom Advisor ™
- Full Service Financial Planning
- Asset Management
Testimonial
“Demel treats you and your investments like family. Heartwood’s core values shine through in all that he does for his clients.”
Troy & Lisa A.
Florida
*Please note that these testimonials are from current clients who were not compensated in any way for their testimony.
Testimonial
“We have dealt with multiple financial advisors during our careers and can say Demel Gonzalez is the best overall ….. the most involved with our goals, interests and well being. His annual reviews, quarterly updates, and educational videos keep us up to date and informed. Demel is truthful and builds trust and friendship that foster goodwill for the benefit of all. Demel is a great financial adviser, and planner. We highly recommend.”
Jim & Linda K.
Indiana
*Please note that these testimonials are from current clients who were not compensated in any way for their testimony.
Testimonial
“We have been with Demel for 7 years now and are extremely happy we found him. We must have met with 15-20 advisors over a period of years, and he is the only one that has our full trust. He is very knowledgeable and takes personal interest in his clients. I have peace of mind knowing that we are being well handled”
Florida
*Please note that these testimonials are from current clients who were not compensated in any way for their testimony.
Get Started
We invite you to stop worrying and partner with us to design your plan that will help you anticipate life transitions and help you be prepared for them!
Contact info
+1 407-878-7275
demel@myheartwood.com
brian@myheartwood.com
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