Heffernan Acquires First Coast Wealth Advisors
Heffernan Insurance Brokers and Heffernan Financial Services have established their first footprint in Florida by acquiring First Coast Wealth Advisors in St. Augustine.
Terms of the transaction were not disclosed.
First Coast founder and CEO Jeff Helms and his staff joined Heffernan Financial Services on January 1. Helms has nearly four decades of experience in the financial services sector, beginning with First Coast Wealth Advisors in 2003 and progressing through various leadership positions.
First Coast Wealth Advisors provides financial planning and consulting services, such as investment strategy, tax mitigation, wealth transfer, asset preservation, and philanthropic planning.
“With the addition of the First Coast wealth advisory team, we now have bicoastal expertise that includes team members who hold the prestigious designations of CFA and CFP,” Blake Thibault, president of Heffernan Financial Services, said.
Heffernan Retirement Services is a full-service financial services organization that provides ideas and solutions to corporations, foundations, and individuals. The company is both vendor and investment neutral.
