Why Chose Us

To navigate today’s complex financial world, you need the guidance of a trusted, fiduciary, financial advisor.

Fiduciary Responsibility

In the financial services industry, there are generally two ways of obtaining financial advice; one is given by investment advisors and the other by registered representatives or brokers. As an Investment Advisor Representative, Benny is bound by the fiduciary standards of care. As a fiduciary for his clients he is morally, legally, and ethically committed to always put your interests first. Benny always maintains the highest levels of objectivity and due diligence in everything he does with a duty of utmost good faith and full and fair disclosure of all material facts.

Fee-Only Advice

Under the “Fee-Only” arrangement, Benny’s only source of compensation is the payment that he receives from you, the client. Benny does not accept commissions, soft-dollar arrangements, or third-party compensation that could affect the objectivity of his investments or planning recommendations. This eliminates many conflicts of interests that are common to the financial services industry and ensures that he always represent his clients’ best interests when providing advice.

Benny Hevia offers investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an 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 investment 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 agencies.

The presence of this website 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) Bernardo Hevia, is registered or where otherwise legally permitted. 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. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.