About Us

We are an independent, locally based financial services firm specializing in providing Investment Management, Retirement and Income Planning.

For over 20 years our mission has been to assist our clients in the accumulation, preservation and distribution phases of Wealth Management and Retirement Planning by providing customized fiduciary sound financial solutions and active investment management.

Integrity, accountability and honesty are at the core of our business principals as a direct reflection of our personal beliefs of respect, family, and faith. These values form our foundation. Our advice and recommendations are tailored to our client’s individual investment goals, risk tolerance and time horizon. We strive to accomplish your long term financial goals while attempting to preserve your principal, maximize your income and accumulate wealth.

Free Consultation

We offer a one hour complementary consultation to our potential clients. This allows you to know us personally and insure we are a “good fit” for each other, you cannot become a client on this meeting. Please, feel free to come into our office or we could speak over the phone, whatever is most convenient for you. Whether your question is about the management of your 401(k), investments or retirement, even insurance, we have the answers for you. We are a full service financial firm, just click the Free Consultation icon.

Benny Hevia offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), a SEC Registered Investment Advisor. Gradient Advisors LLC and its advisors do not render tax, legal, or accounting advice. Hevia Wealth Management is not a registered advisor and is not an affiliate of Gradient Advisors, LLC. Insurance products and services are offered through Benny Hevia, independent agent.

Benny Hevia, Hevia Wealth Management and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Benny Hevia and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State(s) Benny Hevia is registered or where otherwise legally permitted.