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Millennial Wealth At a Glance

Millennial Mission

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Core Philosophy

By eliminating conflicts and aligning incentives we will create better outcomes for our clients by achieving their goals.

We will remain independent, objective, and fee only with no hidden costs.

We will be customized in our approach in working with clients, and be thoughtful when considering the best solutions available for each client’s needs.

A Strong, Disciplined Method
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Our Integrated Approach

MWA can coordinate, lead, advise or follow depending on each client’s particular situation.

Integrated Approach Pie Chart
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Leadership Team
Charles L. Heekin

Managing Partner

Jacob Howard

Investment Analyst

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Contact

Office

625 N Michigan Ave
Suite 1270
Chicago, IL 60611

Main 312.637.1850
Fax 800.998.9141
operations@millennialwa.com

Millennial Wealth Advisors Map to Office