Clint Heisler, CFP®, ChFC®, CLU®
I'm Clint Heisler, CFP®, ChFC®, CLU®, a Founding Partner and Wealth Advisor at Wealth Haus, where I help high-net-worth families, business owners, executives, and professionals nearing retirement build financial plans that integrate every part of their wealth. With three industry designations and over a decade and a half of experience across the planning, wealth management, and insurance sides of the business, I bring a holistic perspective to clients who want more than a portfolio…they want a blueprint that maps out all the variables that make up their financial picture.
Indianapolis, IN
"There shouldn't be a wall between offense and defense in financial planning. My job is to look at the whole picture — investments, insurance, estate, tax — and build one plan that actually works together."
Our Team
Wealth Haus began with two friends, two financial advisors, and a short walk between two houses. That walk became a well-worn path, and eventually, the foundation for a boutique wealth management firm built on the belief that great financial planning starts with great relationships. Today, our team helps families and business owners across the greater Indianapolis area craft financial blueprints as intentional and personal as the lives they're designed to support.
How can I help?
Financial Planning & Analysis
Risk Management
Retirement Planning
Retirement planning is about more than simply accumulating assets — it’s about creating sustainable and predictable income for the years ahead. We help clients develop strategies designed to manage longevity risk, coordinate income sources to help minimize unnecessary tax exposure, reduce the impact of market volatility while preserving purchasing power over time. Our goal is to help you transition into retirement with clarity, flexibility, and confidence in your financial future.
Alternatives
Diversify your portfolio with access to alternative investment strategies designed to complement traditional stocks and bonds. From private real estate opportunities and hedge funds to private credit and other non-correlated investments, we help qualified clients explore private and public solutions tailored to their long-term goals, risk tolerance, and income needs.
Get to know Clint
Clint Heisler is a Founding Partner and Wealth Advisor at Wealth Haus, the boutique wealth management firm he co-founded with his longtime friend and neighbor Greg Allen. With 15+ years in the industry between Northwestern Mutual and LPL before joining Savvy, Clint has spent his career refusing to fit into the traditional advisor mold.
Clint was inspired to enter financial planning by his father, also a wealth advisor. He started in 2010, fresh off the Great Recession, building his book of business one client at a time in northern Indiana before relocating to the southside of Indianapolis in 2015. Years later, when his father was diagnosed with cancer, Clint had the privilege of working alongside him to organize his parents' finances and estate. Locking arms as father and son, they addressed details that delivered his mother priceless peace of mind. That experience shaped Clint's deep conviction that thoughtful, proactive planning is one of the most meaningful things an advisor can offer a family.
Clint holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®) designations, and earned his Bachelor's in Finance from Anderson University in Indiana. He and his wife Britney live in Center Grove, Indiana, with their two daughters, Mila and Capri. Outside of work, Clint enjoys traveling with his family, golfing, training at the gym, and (very meticulously) tending his lawn.
My dad was a wealth advisor, so the work was modeled for me from a young age. I saw firsthand the impact a good advisor can have on a family. I started my career in 2010, fresh off the Great Recession, building my practice one relationship at a time. Years later, when my father was diagnosed with cancer, I had the privilege of working alongside him to organize my parents' finances and estate before he passed in 2023. That experience deepened my conviction in this work more than anything else could have. “Planning isn't just about returns . it's about giving the people you love financial confidence.”
The clients I serve vary, but I particularly enjoy working with high-net-worth families, business owners, sales professionals, executives and professionals approaching retirement. The common thread is that they're navigating real complexity: investments, taxes, business interests, insurance, estate considerations…and they want one advisor who can see all of it at once and bring it together into a single plan.
My focus is holistic, multidimensional planning. That includes retirement income strategies, estate and legacy planning, tax-efficient investment strategies, comprehensive insurance planning, and alternative investments. Coming from a Northwestern Mutual background, I have a deep grounding in sophisticated insurance planning that most pure asset-management advisors don't bring to the table.
I integrate both offensive and defensive strategies into one balanced plan. On the offensive side, that's investment management, alternative investments, and capital growth. On the defensive side, it's insurance planning, estate structuring, tax efficiency, and risk management. Most clients come to me because they've been getting one half of that picture, and they need someone who knows the value of and how to integrate the two sides.
In my industry, you tend to find two camps
- Asset gatherers
- Insurance agents
They tend to stay in their lanes. I don't believe there should be a wall there. Defense and offense are two sides of the same coin in financial planning, and you need both. I also refuse to lead with a recommendation. I won't tell you what to invest in until we've built a plan together, the same way you wouldn't hire a builder without a set of plans first. We don't yet know if you need a two-bedroom or a seven-bedroom home until we sit down and design it. Plan first, then execute the necessary action steps.
Becoming a trusted partner in someone's life – that’s really it. Wealth is a powerful tool, not an end in itself. When it's stewarded well, it creates confidence, opportunities, and a lasting impact for future generations. I love being the person clients call when something big is happening in their life, a sale, a transition, a loss, and helping them navigate it with clarity and a real plan behind them.
Joining Savvy was about giving my clients access to things I couldn't deliver before. The biggest one is breaking down the wall between traditional wealth management and the alternative investment world - including private markets and real estate opportunities - so clients can build truly diversified portfolios. Savvy also brings modern technology, dedicated back-office support, and a fee-for-advice model that aligns with where this industry is headed and removes any commission-based conflicts. The end result: I get to spend more time with clients, and they get a higher level of service.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
