Why Choose Us

At Heiser Investment Advisers, we are driven by your success. Our clients invest with intention-meeting goals, growing their wealth and protecting their family. By aligning our guidance, investing principles and planning with equal passion we go beyond being an investment adviser to becoming a dedicated partner.

Independent, Fee-Only

Our firm is independent of both banks and brokerage firms, allowing us to give advice built on education, experience, and knowledge, not on selling you a particular investment product. Our fees are based on the level of assets we manage, and are disclosed in our fee schedule.

Clients First

Our only focus is advising individual investors and their families. We give our clients a simple and understandable roadmap to grow, protect, and eventually transfer their wealth.


We are compensated only by our clients, not by a third party or by the investment products we choose. As a fiduciary, we are held to the highest legal standard (duty of care) in financial services, which requires our advice and recommendations to always be in your best interest.