[{"data":1,"prerenderedAt":117},["ShallowReactive",2],{"global":3,"article-new-york-based-heller-wealth-management-joins-savant-the-wire":28},{"title":4,"slug":4,"phone":5,"email":8,"company_name":9,"address":10,"social_media":14,"subscription_label":27},"global",{"number":6,"href":7},"480.245.5094","tel:+14802455094","info@advisorgrowthllc.com","Advisor Growth Strategies",{"label":11,"href":12,"embed":13},"3225 N Central Ave Suite 100\u003Cbr>Phoenix, AZ 85012","https://goo.gl/maps/AKR7R4EPd2Mn7J8k7","",[15,19,23],{"account":16,"href":17,"aria":18},"envelope","mailto:info@advisorgrowthllc.com","email info@advisorgrowthllc.com",{"account":20,"href":21,"aria":22},"linkedin","https://www.linkedin.com/company/advisor-growth-strategies-llc/","LinkedIn icon opens new window",{"account":24,"href":25,"aria":26},"x","https://twitter.com/AGS_Wire","Twitter icon opens new window","Stay Current on Industry Trends",{"id":29,"date":30,"date_gmt":30,"guid":31,"modified":30,"modified_gmt":30,"slug":33,"status":34,"type":35,"link":36,"title":37,"template":13,"meta":39,"the-wire-categories":41,"the-wire-archive-categories":43,"class_list":44,"acf":50,"_links":63,"_embedded":91},2757,"2026-04-06T16:04:00",{"rendered":32},"https://api2.advisorgrowthllc.com/?post_type=the-wire&p=2757","new-york-based-heller-wealth-management-joins-savant","publish","the-wire","https://api2.advisorgrowthllc.com/the-wire/new-york-based-heller-wealth-management-joins-savant/",{"rendered":38},"New York-Based Heller Wealth Management Joins Savant",{"_acf_changed":40},false,[42],9,[],[45,35,46,47,48,49],"post-2757","type-the-wire","status-publish","hentry","the-wire-categories-ma",{"seo":51,"custom_post":56},{"page_title":38,"page_description":52,"page_keywords":13,"additional_settings":40,"social_meta":53},"Advisor Growth Strategies advised Heller Wealth Management on its partnership with Savant Wealth Management, which closed March 31, 2026. The Melville, New York",{"og_meta":54},{"title":13,"description":13,"image":55},"https://dld7fz6mejerl.cloudfront.net/logo/logo.jpg",{"title":38,"time":13,"excerpt":57,"internal_content":58,"link":62},"\u003Cp>Advisor Growth Strategies advised Heller Wealth Management on its partnership with Savant Wealth Management, which closed March 31, 2026. The Melville, New York-based RIA, founded in 1992 by Larry Heller, CFP, managed approximately $550 million in assets and had served clients for more than three decades at the time of closing.\u003C/p>\n",{"content_type":59,"date":60,"article_content":61,"pdf_embed":40},"Article","April 6, 2026","\u003Cp>Advisor Growth Strategies served as advisor to Heller Wealth Management in the transaction below. The following press release was \u003Ca href=\"https://savantwealth.com/press-room/press-release/new-york-based-heller-wealth-management-joins-savant/\" target=\"_blank\">published by Savant Wealth Management\u003C/a> on March 31, 2026.\u003C/p>\n\u003Ch2>\u003Cstrong>\u003Cem>— The Partnership Adds a Second New York Office to Savant’s Presence in the State —\u003C/em>\u003C/strong>\u003C/h2>\n\u003Cp>\u003Cstrong>Key Facts at a Glance\u003C/strong>\u003C/p>\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Partner firm:\u003C/strong> \u003Ca href=\"https://hellerwealthmanagement.com/\">Heller Wealth Management\u003C/a>\u003C/li>\n\u003Cli>\u003Cstrong>Headquarters:\u003C/strong> Melville, New York\u003C/li>\n\u003Cli>\u003Cstrong>Assets under management:\u003C/strong> Approximately $550 million\u003C/li>\n\u003Cli>\u003Cstrong>Founded:\u003C/strong> 1992\u003C/li>\n\u003Cli>\u003Cstrong>Years in business:\u003C/strong> 33\u003C/li>\n\u003Cli>\u003Cstrong>Employees:\u003C/strong> 6\u003C/li>\n\u003Cli>\u003Cstrong>Transaction closed:\u003C/strong> March 31, 2026\u003C/li>\n\u003C/ul>\n\u003Cp>\u003Cstrong>ROCKFORD, Ill. (Mar. 31, 2026) \u003C/strong>– \u003Ca href=\"https://protect.checkpoint.com/v2/r01/___https:/www.savantwealth.com/___.YXAzOmhlcml0YWdlZmluYW5jaWFsc2VydmljZXM6YzpvOmIzOTc4ZTE2N2VkNjdjZTQ2MWI1ZGZhODJhNjk2N2JkOjc6YTU4YTo4MGRmOTg2NTZhZDVlZmQ5NjM1ODNlNTkyYjBmNGNjMGIwMzczMGQ1MGY4ODk2ODE4YWUzMGJmY2I5YjhmZmMwOnA6VDpO\">Savant Wealth Management\u003C/a>, a fee-only registered investment adviser (RIA), announced it has partnered with Heller Wealth Management, a Melville, New York-based registered investment adviser with approximately $550 million in assets under management. The partnership expands Savant’s footprint in New York, where it already has a \u003Ca href=\"https://savantwealth.com/locations/new-york-new-york/\">New York City office\u003C/a>, and brings together two firms with a shared focus on fiduciary advice and comprehensive \u003Ca href=\"https://savantwealth.com/financial-planning/\">financial planning\u003C/a>. Advisor Growth Strategies, LLC, served Heller Wealth Management’s advisor. Savant did not disclose financial terms of the deal.\u003C/p>\n\u003Cp>Founded in 1992 by \u003Ca href=\"https://hellerwealthmanagement.com/larry-heller/\">Larry Heller, CFP®, \u003C/a> Heller Wealth Management has served clients for more than three decades with a planning-first approach focused on long-term relationships, objective advice, and coordination across every aspect of a client’s financial life. The firm primarily serves individuals, families, business owners, and retirees, but also offers retirement plan services to businesses.\u003C/p>\n\u003Cp>“This partnership allows us to maintain the culture and client experience we have built over the years, while giving our clients access to a deeper level of planning support and resources,” said Heller. “Savant’s commitment to fiduciary advice, employee ownership, and comprehensive planning made this a natural fit for our clients and our team.”\u003C/p>\n\u003Cp>As part of the partnership, Larry Heller, \u003Ca href=\"https://hellerwealthmanagement.com/greg-moss/\">Greg Moss, CFP®\u003C/a>, \u003Ca href=\"https://hellerwealthmanagement.com/belinda-tsui/\">Belinda Tsui, AIF®, CFP®\u003C/a>, and \u003Ca href=\"https://hellerwealthmanagement.com/ian-heller/\">Ian Heller, CFP®\u003C/a> joined Savant as member-owners. The remaining Heller team members became Savant employees at closing.\u003C/p>\n\u003Cp>“Heller Wealth Management exemplifies the type of firm we seek out as partners,” said\u003Ca href=\"https://savantwealth.com/employee/brent-r-brodeski/\"> Brent Brodeski, CFP®, CPA, CFA®, MBA,\u003C/a> founder and CEO of Savant Wealth Management. “Larry and his team have built long-standing client relationships grounded in trust and thoughtful planning. This partnership ensures continuity for clients while creating new opportunities for the Heller team within Savant’s majority employee-owned structure.”\u003C/p>\n\u003Cp>The full Heller Wealth Management team will continue operating from its Melville, Long Island office. Following the close of the transaction today, Savant now operates 66 offices in 26 states.\u003C/p>\n",{"label":13,"aria":13,"file_type":13,"href":13,"file":40},{"self":64,"collection":70,"about":73,"wp:attachment":76,"wp:term":79,"curies":87},[65],{"href":66,"targetHints":67},"https://api2.advisorgrowthllc.com/wp-json/wp/v2/the-wire/2757",{"allow":68},[69],"GET",[71],{"href":72},"https://api2.advisorgrowthllc.com/wp-json/wp/v2/the-wire",[74],{"href":75},"https://api2.advisorgrowthllc.com/wp-json/wp/v2/types/the-wire",[77],{"href":78},"https://api2.advisorgrowthllc.com/wp-json/wp/v2/media?parent=2757",[80,84],{"taxonomy":81,"embeddable":82,"href":83},"the-wire-categories",true,"https://api2.advisorgrowthllc.com/wp-json/wp/v2/the-wire-categories?post=2757",{"taxonomy":85,"embeddable":82,"href":86},"the-wire-archive-categories","https://api2.advisorgrowthllc.com/wp-json/wp/v2/the-wire-archive-categories?post=2757",[88],{"name":89,"href":90,"templated":82},"wp","https://api.w.org/{rel}",{"wp:term":92},[93,116],[94],{"id":42,"link":95,"name":96,"slug":97,"taxonomy":81,"acf":98,"_links":99},"https://api2.advisorgrowthllc.com/the-wire-categories/ma/","M&A","ma",[],{"self":100,"collection":105,"about":108,"wp:post_type":111,"curies":114},[101],{"href":102,"targetHints":103},"https://api2.advisorgrowthllc.com/wp-json/wp/v2/the-wire-categories/9",{"allow":104},[69],[106],{"href":107},"https://api2.advisorgrowthllc.com/wp-json/wp/v2/the-wire-categories",[109],{"href":110},"https://api2.advisorgrowthllc.com/wp-json/wp/v2/taxonomies/the-wire-categories",[112],{"href":113},"https://api2.advisorgrowthllc.com/wp-json/wp/v2/the-wire?the-wire-categories=9",[115],{"name":89,"href":90,"templated":82},[],1775569035837]