Heard, McElroy & Vestal's Wealth Management service, or Financial Planning, is typically segmented into a specific project of one or more of the variety of services offered. Available upon request, our firm conducts comprehensive Financial Planning, which includes a study and report covering many aspects of this effort.
The firm's Wealth Management Group is comprised of Certified Public Accountants with either the Personal Financial Specialist (PFS) or Certified Financial Planner (CFP) designations. In order to have the PFS designation, which is supported by the AICPA, the member must also be a CPA. The CFP designation does not have the CPA prerequisites.
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