Brian D. Heckert, CLU, ChFC, AIF®, QPFC, and the FSM Wealth Team Join AssuredPartners Investment Advisors
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce the addition of FSM Wealth. Led by Brian D. Heckert, CLU, ChFC, AIF®, QPFC, FSM Wealth started serving their community in 1985. Heckert is a published author and champion of his community. As FSM grew, Heckert knew it was vital to add talented advisors for the firm’s longevity and continued support for clients in nearly every US state. Heckert brought on Leo Barczewski, MBA in 2007 and shortly after, two of his sons Brandon, CFP®, and Michael AIF®. With a focus on continuing that growth, Heckert believed that the firm’s service model required a partner to improve offerings for their individual wealth management clients as well as within the niche “Financial Planning advice uniquely tailored to the 401k plan sponsor and retirement plan participants.” He continued, “since APIA was in the early stages of their buildout, we felt they offered the best place to grow together.”
FSM Partner and Senior Advisor, Leo Barczewski, added “APIA is a forward looking organization seeking to continually improve and adapt as the investment markets change. Our firm has always aspired to provide familiarity and a comfortable environment for our clients, without getting comfortable or complacent with our habits. The desire to learn and improve is a similar attribute to both APIA and FSM.” Heckert added, “the APIA structure will allow us to expand our vertical in the retirement plan space and financial planning for those companies. We’ve noticed a trend over the last few years that very few of the larger BD/RIA’s are targeting the middle affluent participant through a virtual experience. We have employed this on a national scale which allows us to handle everyone’s financial needs efficiently and effectively from the C-Suite to the factory floor.”
AssuredPartners Investment Advisors President, Justin Callaham, stated, “We are grateful for the trust and confidence FSM Wealth is placing in APIA. Brian and the entire FSM team bring their forward-thinking, client-focused approach to APIA, and our partnership will surely fuel both organization’s growth and success.”
Barczewski concludes, “All organizations of this caliber are supportive and robust. Where APIA separates from peers is the adaptability. Their identity is still taking shape and therefore adjusting and learning. This willingness to adjust will result in a stronger and healthier organization by promoting the talents of the team members rather than stifling them into preset expectations.”¬
Wise Rhino managing partner Peter Campagna adds, “FSM Wealth has been offering comprehensive wealth and retirement services since its’ founding almost 40 years ago. Responsible for over a thousand individual clients and over $750m in client assets, Brian Heckert has built a strong team to service institutional and individual wealth. By providing both administrative and plan consulting expertise to defined contribution plans and sophisticated individual financial planning to participants, we believe FSM was years ahead of the rest of the financial services industry. Assured Partners continues to grow rapidly and add to their team. Partnering with FSM further enhances their efforts to build the bridge between retirement plan participants and individual wealth management.”
ABOUT APIA | APIA, an S.E.C. registered investment adviser, is the investment advisory affiliate of AssuredPartners. Our goal is to bring robust national resources to local relationships. Our professionals use technology, customized investment strategies, and collective knowledge to help reach retirement goals. APIA is in the business of building relationships while cementing powerful, lasting connections built on trust earned from working openly and honestly with our partners. That’s what we call, Power through Partnership. For questions or more information, visit www.apadvisors.com or email PressRelease@apadvisors.com.
ABOUT WISE RHINO | Wise Rhino Group provides M&A Advisory Services for Wealth, Retirement Advisors and Third-Party Administration firms. Our team brings extensive industry experience to deliver unbiased counsel and guidance to every engagement. Providing an array of services, we leverage an extensive network of industry relationships and strong processes to offer valuable go-forward strategies for our clients. For more information, please visit www.wiserhinogroup.com.
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