We understand that making the choice to trust anyone with your retirement savings is a big decision.  Though each member of our team is well-accomplished in their own area of expertise, we embrace a team-oriented approach to build and execute a Personalized Retirement Strategy for you and your family.
 

Personalized Retirement Strategies Made Just For You!
Heyman Investment Group is a team of experienced and successful financial professionals.  We work closely with people who are retired, or a few years from retirement, to develop a Personalized Retirement Strategy that targets each individual's needs and goals.  The Heyman Investment Group, with offices in Newport News and Virginia Beach, has designed a comprehensive process that  focuses on Income, Investment, Tax and Beneficiary Planning .

 


Founder of The Heyman Investment Group
Kevin Heyman CFP®

Senior Vice President - Investments
"Specializing in IRA's"

Founder of the Heyman Investment Group, Kevin Heyman, CFP® specializes in Individual Retirement Accounts (IRAs).  He also holds the CFP® designation which required him to pass a rigorous examination and meet stringent experience requirements.  It is one of the most highly recognized certifications in the financial services industry.  Mr. Heyman has 15 years tenure with the same firm and has built one of the strongest financial advisory practices in Hampton Roads. 

 

Our Locations
The Heyman Investment Group of Wells Fargo Advisors has offices in Newport News and Virginia Beach, Virginia.

 

Our Newsletters
The Heyman Investment Group offers two newsletters. The IRA Digest is a bi-monthly publication focused on financial issues that effect businesses in the Hampton Roads area of Virginia.  The IRA Navigator is published four times a year and focuses on issues that face those of you who are about to retire or retired.

 

Monthly Conference Call
We have regular conference calls on the first Monday of every month.  Among other topics, we discuss the economy and its impact on the stock market.  If you would like to be on future calls, please call.

757-873-IRAS (4727)

 

Team Focus
The services that are provided by the Heyman Investment Group include:

  • Full Service Investment Brokerage
  • Financial Retirement Planning
  • Comprehensive Asset Management
  • Distribution Planning
  • Wealth Management
  • Investment Planning
  • Estate Planning Strategies
  • Beneficiary Planning
  • Tailor-made investment strategies.
 

Team Specialty - Individual Retirement Accounts
The Heyman Investment Group with offices in Newport News, and Virginia Beach prides it's self in having the top investment planners, and CERTIFIED FINANCIAL PLANNER CFP®,  in the Hampton Roads area of Virginia.  Our team specialties include:

  1. IRA Rollovers 
  2. (RMD) Required Minimum Distribution
  3. Stretch IRA
  4. Beneficiary Planning
  5. Understanding Your Investment Goals
  6. Wealth Management
  7. Developing Individual Strategies
  8. Reviewing Portfolio Performance
  9. Monitor Portfolio Performance