Certified Financial Planner™ | LPL Financial Advisor | Elijah Heath, CFP®, ChFC®, CLU®
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Certified Financial Planner™ in the Tampa Bay Area
Preserving capital. Saving tax. Staying financially organized. We call it smart money.
Our mission is to provide you with the best financial planning and wealth management guidance we can in Tampa and surrounding areas, every day. We help you to organize, integrate and simplify your financial life so that you can put your money to work, the smart way.
Elijah Heath's Qualifications
CFP® CERTIFIED FINANCIAL PLANNER™
ChFC® Chartered Financial Consultant®
CLU® Chartered Life Underwriter®
Years of Experience
25 YEARS
Education
BA, Chemistry, University of South Florida
Our Services
Financial Planning
Sound financial planning inherently assumes that everyone’s individual financial and life circumstances are unique. We believe financial planning is more of a process than a destination. We begin our process by learning about you, your goals, and your family’s financial history.
Wealth Management
Our retirement planning services extend to both the accumulation and distribution stages of retirement. Our goal is to assist you in retiring comfortably with an expectation that your resources will be available throughout your lifetime.
Business Succession Planning
For entrepreneurs, putting a business succession plan in place is an important part of designing a wealth management plan. Heath Wealth Management helps privately owned firms with succession planning and management issues.
Insurance Planning
Within the framework of your financial plan, the elements of risk are present in a variety of places. As an integral part of our process, we ensure we have adequately addressed the various elements of risk you may be exposed to. Accidents & illnesses are a part of life. But you can be prepared.
College Funding
Have you opened the door to the best opportunities for your children (grandchildren)? Heath Wealth Management can help you to start saving and investing early in order to pay for your children’s college costs. We can help you to make well-informed college planning and college-funding decisions
Charitable Giving
Our clients turn to us when they want to create legacy plans to benefit the non-profit organizations most important to them. Many of our clients want to see their capital allocated to social causes that improve the collective well-being of their communities, specifically in Tampa.
Our Team
Elijah Heath CFP®, ChFC®, CLU®
With over 20 years as a financial professional, Elijah Heath CFP®, ChFC®, CLU®, is dedicated to helping individuals and families pursue...
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Mara Shaughnessy
Mara Shaughnessy serves as an Administrative Assistant with Heath Wealth Management, LLC. Mara graduated with a B.A. from the University...
Read MoreOur Team's Difference
Integrity: We strive to be your financial professional which is a privilege. We acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.
Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in striving to reach your financial goals.
Experience: Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions
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Read MoreLet's start a conversation...
Let’s talk to find out how we can help work toward your financial freedom
