Our Service
Offerings
Since 1946, Heard, McElroy & Vestal has maintained a reputation for accounting excellence and high ethical standards earning the unconditional confidence of our clients through our core values of Commitment, Integrity, Teamwork and People.
HMV WEALTH ADVISORS, LLC
Department Size – 8+
Includes:
- President
- Vice Presidents
- Advisors
- Committee
- Administrative Staff
Partner-In-Charge
Robert Dean, CPA
- Certified Public Accountant (CPA)
- Certified Specialist in Retirement Planning (CSRP)
- Certified Plan Fiduciary Advisor (CPFA)
Advising in Personal and Financial Objectives:
- Wealth Accumulation, Preservation & Disposition Strategies
- Focused on What Can Be Controlled: Expenses and Taxes
- Efforts to Keep Investment Fees and Taxes Low
- Valuation Report Review & Other Purposes
- Construction & Real Estate
- Financial Institutions
- Governmental
- Healthcare
- Manufacturing
- Natural Resources
- Not-For-Profit
- Telecommunications
- Utilities