General Info

At Heimensen Wealth Advisors, we offer a fresh perspective to financial planning. We make concrete, helpful advice and strategies available to all and focus our firm on making things simple. We provide actionable insights, straightforward planning, and world-class service. Our founder, Corey Heimensen, has always been interested in finance and, more importantly, has always been passionate about helping others. At our firm, we take the time to understand where you are today and develop a game plan to help you get where you want to be. We believe that future success depends on what you conquer today. Because we have no asset minimums, we work with clients in all stages of the financial planning journey.