Our Story

Red Barn in Green Farm Field

In 2016, The Heartland Group was formed with the intent to build a team with the right blend of experience, intellectual capital, and dedicated personal service to help meet the needs of both our local community and client base throughout the U.S. We manage approximately $650 million in assets as of December 31, 2017, and are comprised of six financial advisors.

Whether you are seeking goals-based financial planning, wealth management, institutional investing, estate and retirement planning strategies, or require assistance with liability and insurance services, we offer the guidance you seek. Our robust team includes a variety of disciplines, including two advisors who have attained the Certified Financial Planner™ certification.

With more than 140 years of combined experience in the investment industry, The Heartland Group offers you a rare depth and breadth of talent. We pride ourselves on the comprehensive services we offer, backed by the extensive resources of Stifel.