Experienced Financial Advisors Open Independent Wealth Advisory Practice

RICHMOND, Va., May 14, 2013 /PRNewswire/ -- Three experienced financial advisors have recently partnered to open an independent wealth advisory practice serving affluent investors and families throughout the East Coast. Heartwood Wealth Advisors launched on February 22 and has already added nearly $350 million in client assets. The practice is a partnership of Steve Clarke, a Certified Investment Management Analyst™; Wes Kaufman, a Certified Financial Planner™; and Sid Martin. All three are Directors with the new group. Prior to founding Heartwood, the three worked together at Merrill Lynch for more than 16 years.

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"With nearly 100 years of collective investing experience, we believe that the members of our team are optimally positioned to provide clients with comprehensive wealth management services in an extremely cost-effective and tax-efficient manner," said Kaufman. "With the founding of Heartwood Wealth Advisors, we are in a great position to bring our unique approach to new investors throughout the region."

Heartwood Wealth Advisors focuses on providing a high level of personalized service and collaboration with clients that emphasize transparency and objectivity. "We believe our clients should know exactly how we are being compensated," said Martin. "This is the key to a productive and healthy client/advisor relationship."

The group is located at 9020 Stony Point Parkway. In addition to the partners, several key associates have also joined the practice, including Anita Bost, Vice President, Certified Financial Planner™; Tricia Mustico, Senior Client Associate; and Pat Yancey, Senior Client Associate.

"Every member of our group is passionate about providing exceptional service to our clients," said Clarke. "Just as important, we have structured our practice so that our economic interests are completely aligned with the interests of each client."

More information is available at the firm's website, www.heartwoodwealthadvisors.com.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Heartwood Wealth Advisors is a separate entity from WFAFN.

For Further Information Contact: Wes Kaufman, CFP® Director, 804-269-8715

SOURCE Heartwood Wealth Advisors

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