Jeremy Heller, CFP, CRPC, APMA

06/01/2026

Did you know that billions of dollars in unclaimed funds are out there? These funds can come from forgotten bank accounts, uncashed checks, insurance payouts, utility deposits, and more.
It’s quick, easy, and completely free to search—so why not take a few minutes to check for yourself and your loved ones?
👉 You might be surprised by what you find.
If you live in or have ever lived in Pennsylvania, you can search here:
💻 https://bit.ly/4ub2UTL
✅ Share this with family and friends—someone you know could have money waiting to be claimed!

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/20/2026

Planning independently often requires looking further ahead.

Ameriprise Financial research shows that advisors help solo adults translate long-term goals into concrete plans — from timing and income planning to defining long‑term financial goals.

05/18/2026

Join us for Hunger Action Month! Ameriprise Financial is matching donations to Feeding America up to $250,000. When matched, every $1 donated can help provide 20 meals to individuals and families experiencing hunger.* When we all work together, we can end hunger. To learn more, visit https://bit.ly/42zu63a.

*Feeding America secures at least 10 meals per $1 donated on behalf of local partner food banks.

05/13/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

05/11/2026

This week, the Philadelphia area welcomes the best in golf for the second major of the year. Standing in front of the Wannamaker Trophy is a reminder—these players don’t just show up. They set big goals and rely on coaches to help them stay sharp and accountable. Your financial goals deserve the same approach. Whether it’s building wealth, planning for retirement, or creating a legacy, having a plan—and someone to guide you—can make all the difference. The best don’t go it alone. You shouldn’t either.

05/05/2026

A solid financial plan helps — but regular check-ins keep you on track. Want to get started? Contact me to learn how we can put these tips into practice.

05/02/2026

Happy Asian American and Pacific Islander Heritage Month! This month honors the rich histories, cultures, and contributions of individuals and families who have helped shape our communities.

04/29/2026

Want more than a one size fits all approach to investing? Direct indexing is a way to build a portfolio that tracks an index – but still allows for personalization, including tax
considerations and investment preferences. Reach out to me to talk about whether direct indexing fits your plan.

04/27/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.