Our Story

Edward learned about the importance of investing at a young age. His father, who had years of experience in the financial industry, began the practice and Ed worked closely alongside him. He quickly learned the ins and outs of the business and gained experience every day. In 1984, Ed took over the firm and made it the successful practice that it is today.

E.F. Heagen and Associates still stands by the core principles that it was founded on- hard work, loyalty, and uncompromising quality. More than 30 years later, clients know that these values guide every fee-based investment plan that Edward and his team create. The multi-generational firm stands by these beliefs today because they understand the importance of educating clients about the financial concerns they face and working with them to articulate, plan, and pursue their goals.