About Us

Heyer Wealth Management is committed to managing wealth for successful business owners, prosperous entrepreneurs, and high net worth families. Our wealth management services include everything from bill paying and tax planning to philanthropic strategies, investment management, and retirement planning. Our wealth management firm has earned a fine reputation in the FL area and we’re ready to put our exceptional skill set to work for you. As your trusted advisor, we’ll learn about your long-term financial objectives and identify the best way to help you reach them. Together, we'll help you safeguard your wealth and achieve your financial goals.

When you become our client, we become an important asset to you and your family. Contact us now at 786-693-9358 or request a consultation online to learn more.

A team of dedicated fiduciaries delivering comprehensive financial guidance.

Emphasizing trust, transparency, and personalized strategies for individuals, families, and business owners, we offer practical advice to help you confidently pursue your financial goals.

We recognize that your needs are unique to you. Your financial aspirations drive everything we do, and our services are crafted to provide you with greater flexibility, personalized attention, and a sophisticated approach to financial planning and investment management.

Our concierge experience means we’re here to serve as your personal guide throughout your financial journey.

Managing every aspect of your financial landscape with care.

About Ralf F. Heyer, EA, NTPI Fellow, CAA

Ralf Heyer

Ralf F. Heyer is the Principal and Director of Tax at Heyer Accounting & Tax and a partner at Heyer Global Advisors India LLP. With decades of experience in taxation, accounting, and business consulting, he has helped businesses and individuals streamline their financial operations, navigate tax complexities, and maximize efficiency.

Since founding Heyer Accounting & Tax in 2005, Ralf has been committed to providing proactive and strategic financial solutions, ensuring his clients stay compliant while optimizing their tax positions. His extensive knowledge of U.S. tax law, entity structuring, and compliance makes him a trusted advisor for businesses and professionals across multiple industries.

Jeremy S. White, CFP®, CRPC®

CERTIFIED FINANCIAL PLANNER Wealth Planning Advisor

Richard E. Austin, JD, LLM,CIMA®

Executive Director,
Estate and Business
Planning

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning
& Training

Steve Kolano, CFA

Chief Investment
Officer

William Beaudoin, CFS, CBEC

Vice President of Case Design

Gregory Freeman

Advanced Planning
Specialist

Ann L. Swartz, CLU, ChFC®, CASL, CLF®

Chief Compliance
Officer