Why Chose Us

To navigate today’s complex financial world, you need the guidance of a trusted, 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 Independent Investment Advisor Representative, I am bound by the fiduciary standard of care. As a fiduciary for my clients I am morally, legally, and ethically committed to always put your interests first. We maintain the highest levels of objectivity and due diligence in everything we do with a duty of utmost good faith and full and fair disclosure of all material fact.

Fee-Only Advice

Under the “Fee-Only” arrangement, our only source of compensation is the payment that we receive from our clients. We do not accept commissions, soft-dollar arrangements, or third-party compensation that could affect the objectivity of our investments recommendations. This eliminates many conflicts of interests that are common to the financial services industry and ensures that we always represent our clients’ best interests when providing advice.

Investment Expertise

We have a pro-active mind set with regards to our clients. We will meet regularly, communicate often, and welcome you as part of our family. This personal relation is not a luxury, it is essential. It is our promise to provide you with the highest quality service and advice tailored to your specifics needs and concerns.

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.