Savant Wealth Acquires Heller Wealth Management

Savant Wealth Management acquired Melville-based Heller Wealth Management, a fee-only registered investment adviser founded in 1992 by Larry Heller. Heller Wealth Management had approximately $550 million in assets under management, serving individuals, families, business owners, and retirees, plus retirement plan services.

As part of the transaction, the Heller leadership team joined Savant as member-owners, and the remaining Heller staff became Savant employees. The full Heller team continues operating from its Melville office at 225 Broadhollow Road.