Clint Heisler
CFP®, ChFC®, CLU® – Founding Partner & Wealth Advisor
PROFESSIONAL SPECIALTY
Clint specializes in holistic, multidimensional planning, integrating both offensive and defensive strategies to create thoroughly balanced financial plans. Key areas of focus within a holistic financial plan often include retirement income strategies, estate and legacy planning, tax-efficient investment strategies, and comprehensive insurance planning. While the clients he serves vary, he enjoys working with high-net-worth families, business owners, and professionals nearing retirement. He places the client’s needs and goals at the center of every conversation, beginning with an in-depth discovery process to determine what drives their financial decisions. He helps them consider different risks they may face as well as exciting future possibilities, and after analyzing their financial situation, he creates a detailed plan that seeks to protect their wealth, capitalizes on opportunities, and brings greater purpose to their finances.
ADVISING APPROACH
As a wealth advisor, Clint views his role as a trusted partner and collaborator, working with his clients to help clarify values and align actions. Clint believes wealth is a powerful tool, not an end in itself. When stewarded wisely, it has the potential to create confidence, opportunities, and a lasting impact for future generations. However, without intentionality, it can create significant challenges. Just as a coach provides direction, encouragement, and accountability, Clint is committed to helping his clients at each stage in their financial journey. He recognizes the need for open communication and mutual trust for a long-standing partnership to exist.
CREDENTIALS
Clint is passionate about being a “student of the business,” and he is constantly researching and increasing his knowledge to best serve his clients. He recognizes knowledge is power, and with three industry designations, he has a nuanced understanding of complex topics like taxes, investments, estate planning, and the legislation surrounding these areas. His credentials include:
CERTIFIED FINANCIAL PLANNER® (CFP®)
Chartered Financial Consultant® (ChFC®)
Chartered Life Underwriter® (CLU®)
Bachelor’s in Finance – Anderson University, Indiana
INDUSTRY BACKGROUND
Clint was inspired by his father, who was also a wealth advisor, to pursue a career in financial planning. Clint started his career fresh off of The Great Recession in 2010, building his business from the ground up one client at a time and working diligently to bring exceptional value to those he came into contact with. He spent the first 5 years of his career working out of the Fort Wayne area in northern Indiana before marriage brought him to the southside of Indianapolis in 2015. Almost a decade and a half into his career, Clint’s conviction in his work only deepened when his father became ill. In the midst of the brutal reality that is cancer, Clint had the privilege of working alongside his father to ensure his parents’ finances and estate were prepared and organized in light of the devastating prognosis. Together as father and son, they were able to lock arms and address details that before hadn’t been prioritized, subtle changes that would make an incredible impact on his mother’s financial security. When his father passed away in 2023, Clint knew their work together had elicited a priceless peace of mind. While this experience has left a lasting scar, the silver lining Clint hopes to shine a light on is the importance of planning.
PERSONAL LIFE
Clint and his wife Britney live in Center Grove, Indiana, with their two daughters, Mila and Capri. While Clint tends to take more of the lead when it comes to providing, Britney works extremely hard investing her time in the lives of their daughters, who are both very active with dance, gymnastics and equestrian training. The Heisler’s truly enjoy the close-knit community they’ve created with family and friends on the southside of Indianapolis (in fact, Clint and Greg were neighbors long before they started working together). Clint enjoys staying active, whether he’s training at the gym, golfing, or—very meticulously—tending his lawn, something Greg often teases him about.
A Q&A WITH CLINT
What’s on your bucket list?
Our family loves to make memories while seeing different parts of the world. So, when the topic of “bucket list” is mentioned, travel is usually top of mind. We were able to take the girls on a Mediterranean cruise in 2023, which gave us the chance to experience Rome, Santorini, Mykonos, Ephesus, and Sorrento – all of which were amazing! Needless to say, we’re looking forward to seeing new places and making new memories so our girls can see and experience different parts of the world.
If you could watch only one movie for the rest of your life, what would it be?
I’m a big movie buff, so rather than limit to just one, I’ll have to give you my top five:
1. Braveheart
2. The Godfather, Part I
3. Gladiator
4. Rocky I
5. The Count of Monte Cristo
… and if anyone disagrees with that, they’re wrong.
What or who makes you laugh?
Greg, my business partner. He’s got a good sense of humor. Or my girls—they’re ridiculous in the best way.