Who We Are

Heyman Wealth Management was built for the future — a firm where tradition meets innovation, and where deep analytical insight is paired with modern planning, technology, and design. We help clients navigate a rapidly evolving world with clarity and foresight, transforming complexity into possibility and uncertainty into strategic advantage.

Our mission is simple: empower clients to move forward with purpose, precision, and the confidence to build a life and legacy that lasts.

Meet Our Founder

What Guides Our Firm

Our story spans more than seven decades, but our foundation has always remained the same: independence, integrity, and an unwavering commitment to doing what’s right for our clients.

Our Legacy

In 1949, WWII veteran Herbert Heyman established a Los Angeles–based accounting practice dedicated to accuracy, confidentiality, service, and trust. Over the following decades, the Heyman family built long-standing client relationships by prioritizing personal attention and objective guidance.

As client needs evolved across generations, so did the firm’s approach. Today, through the leadership of Daniel B. Heyman, CFA, CPA/PFS, the family continues its tradition of professional excellence, expanding the firm’s capabilities to support clients navigating increasingly complex financial lives.

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Our Evolution

From CPA Practice to Full-Scale Wealth Management Firm

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With a growing need for comprehensive financial planning and investment management, the Heyman family broadened its services beyond accounting to create a modern advisory experience.

Heyman Wealth Management – a fee-only, Registered Investment Advisory firm was formed to bring together advanced financial planning, disciplined investment management, and multi-generational guidance under one umbrella — offering an elevated level of expertise to entrepreneurs, business leaders, multi-generational families, and distinguished professionals across industries including technology, medicine, sports & entertainment, and real estate.

Our Commitment

For more than seventy-five years, the Heyman family and its trusted team have guided clients through life’s transitions with insight, care, and objective advice.

Today, we honor that legacy by delivering modern, holistic wealth management — helping clients make sound decisions, preserve and grow their wealth, and build an enduring impact for future generations.

Fiduciary First
Every recommendation is made solely in your best interest, with transparent, fee-only advice.
Multi-Generational
We help steward wealth across children, grandchildren, and future heirs with intention.
Tax-Smart Strategy
Thoughtful portfolio design and planning to minimize taxes over your lifetime, not just this year.
White-Glove Service
Proactive outreach, clear communication, and a dedicated team that actually knows your story.

How We Think About Wealth

As our firm has grown, one principle has remained constant: we are here to bring clarity, insight, and confidence to the decisions that shape your life. This philosophy guides the way we invest, plan, and steward wealth for the individuals and families we serve.

 Our Philosophy

  • Everything begins with you — your vision, your priorities, and the outcomes you want to achieve. We take the time to understand your personal, family, and business goals in order to build a strategy aligned with your life, not just your balance sheet.

  • Our investment approach is grounded in decades of empirical data, academic research, and a disciplined belief in diversification, risk management, and cost efficiency. We do not speculate or chase trends — we invest with intention, evidence, and a long-term perspective.

  • Every portfolio is tailored to your needs, time horizon, tax considerations, and liquidity requirements. We monitor, rebalance, and adjust with precision — communicating clearly, especially when markets are volatile. As fee-only fiduciaries, we are dedicated to providing advice that always puts your interests first.

Explore Our Investment Philosophy

Leadership Spotlight

Daniel B. Heyman, CFA, CPA/PFS

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Related Experience

Before founding Heyman Wealth Management, LLC, Daniel was a Vice President and Chief Compliance Officer with a capital management firm, where he specialized in market analysis. He also was an associate with one of the Big Four accounting firms in Los Angeles. Daniel holds a bachelor’s degree in business administration from the University of California, Berkeley Haas School of Business and a master’s degree in accounting from the University of Southern California Marshall School of Business. He is a Certified Public Accountant (CPA) with the Personal Financial Specialist (PFS) designation, a Chartered Financial Analyst (CFA) credential holder, and is a member of both the American Institute of CPAs (AICPA) and the California Society of CPAs.

A Proud Moment

Daniel was proud to be a Standing Ovation honoree at the 2016 national AICPA Personal Financial Planning Conference. The recognition was given to 22 CPA/PFS advisers under the age of 40, for their contributions to personal financial planning.

When He’s Not Working

Daniel is a family man at heart; he and his wife devote the majority of their free time to enjoying the adventures of their three children—two lively sons and a sweet daughter who keep them on their toes.

Ready to Build What’s Next?

We welcome clients who value clarity, partnership, and a long-term relationship rooted in trust.

Let's Get Started