Why Choose us?

 

As a fiduciary for my clients, it is my moral, legal, and ethical duty to always put your interests first. It is my purpose to continually maintain the highest levels of objectivity and due diligence in everything I do for you.

Fee-Only Advice

As a Fee-Only Investment Advisor Representative, I am bound by the fiduciary standards of care. Under this arrangement, my only source of compensation is the payment that I receive from you, the client.

I do not accept commissions, soft-dollar arrangements, or third-party compensation that could affect the objectivity of my investments or planning recommendations. This eliminates a potential conflict of interests and ensures that I always represent my clients’ best interests when providing advice.

 

Integrity
Fiduciary Responsability
Transparency
OUR SERVICES

What we bring to you

Woman Dream Do

When it comes to your future, it is important to take an active role in your own financial picture.

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Retirement Planning

I take pride on offering The New Generation Retirement® system to the families and businesses of Wesley ….

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Income Planning

Will Your Money Last as Long as you Do? While everyone’s circumstances are unique, general

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Investment Planning

Have you ever made a wrong investment decision? Often investors lose sight of their financial

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Legacy Planning

Legacy planning is the process of deciding how exactly you’d like your assets bequeathed to your

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Roth IRA Conversion /
401K Rollover Mistakes

The impact of the pandemic along with low tax rates makes now an opportune time to conv

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SUPPORT

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WHO WE ARE

Our Mission, and
Values

My mission is to partner with my clients in long-term, trusted fiduciary advisory relationships. Integrity, accountability, and transparency are at the core of my business principals as a direct reflection of my personal values of respect, family, and faith.

 

Benny Hevia

President.

“To effectively communicate, we must realize that we are all different in the way we perceive the world and use this understanding as a guide to our communication with others.” – Tony Robbins
How We Work

How I work with Clients, The Advisory Process

During our complementary consultation, in a relaxed atmosphere, you may ask as many questions as you would like so you get to know me and my style, then you can determine if we are a “good fit” for each other. If we agree to move forward, a second meeting will be set up where you will be asked to bring your financial documents and current investment statements.

Step 1:
Get to Know and Understand You

I will get a clearer picture of your situation and together, get concise vision of your financial goals and needs. Your individual financial risk profile will be gathered, and your personal portfolio risk analysis report will be ordered. Together we will go over a series of suggestions and if agreed, serve as a starting point. This is the first step towards formulating your plan, a draft, which will guide the decision-making process.

Step 2:
Action Plan and Implementation

Based on your feedback, I will present a personalized, investment and retirement strategy tailored to meet your specific goals, including asset mix guidelines and how much risk and volatility you should expect. Once the plan is finalized and approved by you, I will help put your plan into action starting with completing the necessary forms in order to start the process.

Step 3:
Continued and Ongoing Review

It is very possible that your investment and retirement goals might change over time as circumstances and the market change. A continued communication between us will help create the strategies to meet those changes. I will be here to assist you on every step of our journey.

My team

Meet my team

Benny HeviaFounder& President

Benny is an Investment Advisor Representative with Gradient Advisors LLC, who that has earned the certification of Retirement Income Certified Professional, RICP®from the American College of Financial Services and, since 2017, an arbitrator for FINRA, the Financial Industry Regulatory Authority. Originally from Miami, Benny recently moved to Wesley Chapel. He has worked in the financial services Industry along with his wife, Barbara. They created Hevia Wealth Management with a desire to help individuals and business owners with their retirement, financial plans, business planning as well as succession and legacy planning. Benny resides in Wesley Chapel with his wife of 40 years, Barbara, their son Daniel, and two spoiled and beloved pups. Away from the office, he enjoys spending time with his family cooking, traveling, and camping. Benny is also a huge fan of the Miami Heat Basketball since their opening season in 1988.

Barbara HeviaDirector of Operations

Barbara has lived most of her life in Miami and has recently moved to Wesley Chapel. For more than 28 years she has enjoyed an extensive career in the financial services industry, additionally she is a Florida Notary Public. Her day-to-day focus is on the marketing and operations. She is kind, respectful and her passion is to give clients and prospects an experience that goes beyond the traditional financial services experience. Barbara resides in Wesley Chapel with Benny, their son Daniel, and two spoiled and beloved pups. In her free time, Barbara enjoys traveling with the family, gardening, and puzzles.

Lilu and MaxiChief Happiness Officers

Lilu and Maxi are the Chief Happiness Officers for Hevia Wealth Management. These sisters have been a part of organization since rescued in from a box left on the side of the road in March 2016. You may ask why they are an asset the Hevia Family and Hevia Wealth Management? Well, their happy spirit, playfulness and constant need for attention bring incredible joy and happiness to entire family.

Strategic Alliances

MICHAEL BINGER, CFA®

President of Gradient Investments, LLC

Mr. Binger is the President of Gradient Investments. He has been with Gradient Investments since 2012 and has more than 30 years of total investment management experience. Mr. Binger’s prior roles include managing multi-billion dollar investment products for a large institutional asset manager. He graduated with a bachelor’s degree from the University of Minnesota and is a CFA® charterholder. We believe that he brings a depth of market experience that is rare within the industry and has been a featured contributor with several media outlets including CNBC, Fox Business, Barron’s, and The Wall Street Journal.

JEREMY BRYAN, CFA®

Portfolio Manager of Gradient Investments, LLC

Mr. Bryan is a Senior Portfolio Manager for Gradient Investments. He has been with Gradient Investments since 2016 and has over 15 years of total investment management experience. Mr. Bryan’s job history includes equity research and portfolio management roles for institutional asset managers in Minneapolis and New York. He has been a frequent contributor to media outlets including CNBC, Fox Business, Reuters, and The Wall Street Journal. Mr. Bryan graduated with a bachelor’s degree from St. Cloud State University, earned an MBA from the University of St. Thomas, and is a CFA® charterholder.

MARIANN MONTAGNE, CFA®

Portfolio Manager of Gradient Investments, LLC

Ms. Montagne is a Portfolio Manager for Gradient Investments. She has been with Gradient Investments since 2014 and has more than 25 years of total investment management experience. Ms. Montagne’s prior roles include equity analysis for institutional fund managers as well as a senior investment analyst position for a $500M registered investment advisor. She is a frequent contributor to media outlets, including CNBC, Fox Business, Bloomberg, and Barron’s. Ms. Montagne graduated with a bachelor’s degree from the University of Detroit and is a CFA® charterholder.

This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC. Endorsing investment advisor is also a client of Gradient Investments, LLC.