Millennial Wealth At a Glance
Independent and privately owned.
Millennial Wealth provides investment advisory and family office services for high-net worth individuals, multi-generational families, endowments, and foundations.
Our business model is focused on conflict-free, fee-only compensation that aligns our interest with our clients.
Invested alongside you – we manage the majority of our personal assets through the Millennial platform.
Based in Chicago with strong Midwestern values and deep roots in the community.
- Millennial Wealth exists to craft custom-tailored wealth management strategies and solutions for our clients, with an strong emphasis on downside protection.
- We are fiduciaries. We strive to align our business interests with those of our clients by eliminating conflicts of interest and focusing on each client’s particular goals, objectives, and needs.
- We are committed to an approach that delivers high levels of service around a sophisticated, thoughtful and holistic process. We tackle complexity with disciplined customization.
- We are guided by the highest ethical standards and best practices in terms of governance, technology, client service, and operations.
Our Integrated Approach
MWA can coordinate, lead, advise or follow depending on each client’s particular situation.
Charles L. Heekin
Charlie Heekin is the Managing Partner and Founder of Millennial Wealth Advisors, and sits on the MWA Investment Committee. He has over twenty five years of investment advisory experience working with both individual and institutional clients. Prior to founding Millennial Wealth Advisors, Charlie spent three years working for a large Single Family Office for a founding partner of Harris Associates. While at this office Charlie helped to successfully diversify their holdings and execute generational plans that assisted the family in protecting and preserving their wealth. Prior to this, Charlie spent four years at Oxford Financial Group advising high net worth families, trusts, and foundations on a variety of comprehensive investment solutions and planning services. Charlie began his career in commercial banking when he started at the Boulevard Bank serving middle market private companies in 1989. He then spent ten years working at a number of Wall Street firms where as a member of senior management he provided institutional portfolio managers both traditional and quantitative research, trading, and access to the new issue market for both public and private securities. Charlie has lived in Chicago for over twenty five years, but is originally from Cincinnati where his family established one of the largest can-manufacturing businesses in the country at the turn of the last century. His experience as a fifth generation member of the Heekin family has been a driving influence in Charlie’s career and passion for helping people manage their wealth to not only maximize the benefit in their lifetimes, but also for those of generations to come.
Jacob Howard serves as an Investment Analyst with Millennial Wealth Advisors, researching and providing due diligence on various investments and strategies. Jacob earned his Bachelor’s degree in Financial Services from the University of North Florida. He went on to study in Europe and now holds a Master’s degree from the Cologne University of Applied Sciences as well as his MBA from the University of North Florida’s College of Business. Prior to joining MWA, Jacob spent 5 years in the FinTech industry servicing wealth managers with combined assets under management of $10 billion. He also has worked with Macquarie Group, supporting their Credit & Energy Management Divisions. Jacob is a Certified Management Accountant (CMA) and a recent resident to Chicago.
625 N Michigan Ave
Chicago, IL 60611