“The ability to do what you want, when you want, with who you want, for as long as you want, is priceless. It is the highest dividend money pays”
— Morgan Housel, The Psychology of Money
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I'm Heath Biller, a fee-only, fiduciary financial planner dedicated to serving Physicians, Advanced Practice Providers, and Nurses. I understand the unique financial challenges faced by healthcare professionals, and I'm passionate about helping you build a successful financial future.
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As your fiduciary, I'm committed to acting in your best interest. I'll help you organize your finances, prioritize your goals, and develop a personalized financial plan to achieve them. I'll also translate complex financial jargon into clear, understandable language, empowering you to become a confident investor.
My approach is grounded in value-add best practices, including the core principles of Vanguard's Advisor Alpha methodology. This focus on asset allocation, cost-effective implementation, rebalancing, behavioral coaching, asset location, and strategic spending helps maximize your financial success. I'm happy to discuss these strategies in more detail and explain how they can benefit you.
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I understand the demands of your profession. Long hours, weekends, and holidays spent caring for others often mean less time for your own financial well-being. My goal is to help you, the helper, reclaim your time. Through strategic financial and tax planning, I'll help you harness the power of compounding interest, allowing your money to work for you so you can focus on what matters most.
Next Steps
Ready to discuss your financial goals? Schedule a free meeting, or explore my Client Service Guide to learn more about my services.
Outside of Work
Real Estate Investing: I've been actively building my real estate portfolio for over a decade. I'm happy to share my knowledge about non-traditional investment opportunities if that piques your interest.
Beach Volleyball: Michigan summers mean beach volleyball for me! I love getting outside for some exercise and connecting with the fantastic beach volleyball community in West Michigan.
Pickleball: If you're ever interested in learning how to play, don't hesitate to reach out. I’m more than happy to teach you and it’s fun for people of all ages.
Blackjack Card Counting: Years ago I learned how to count cards for Blackjack. Gun Lake Casino may have politely asked me not to play blackjack there anymore. Counting cards is not illegal, but it tends to ruffle feathers in casinos when you use simple math to your advantage.
If you want me to show you how to harness the power of math for your own benefit, contact me.