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 a 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, With over twenty years of investment advisory experience working with both individual and institutional clients, Charlie has experienced many types of markets and is experienced with a vast knowledge of investment products and solutions. Prior to founding Millennial Wealth Advisors, Charlie spent three years working for a single family office helping them diversify their investments and execute generational plans to help them achieve their goals of growing, protecting and preserving their wealth. Prior to this, Charlie spent four years at a Mid-Western RIA advising high net worth individuals, families, and foundations on a variety of comprehensive investment solutions and planning services. Charlie began his career in commercial banking serving middle market private companies in 1989, and then spent ten years working at a number of large Wall Street firms including Salomon Brothers, DLJ and CS First Boston where he provided institutional portfolio managers equity research, trading, and access to the new issue markets for public offerings. Charlie has lived in Chicago for over 30 years, but is originally from Cincinnati where his family established one of the largest container and packaging businesses in the U.S. His experience as a fifth generation member of the his family has been a driving influence in his career and passion for investments and helping others manage their wealth and achieving their long term goals.
Mario L. Tate
Mario Tate serves as an Investment Analyst with Millennial Advisors, researching and providing due diligence on various investments and strategies. Mario earned his Bachelor's degree in Business from Babson College where he concentrated in finance and entrepreneurial studies. Prior to joining MWA, Mario spent 10 years in various roles at an institutional investment consultant working on corporate pensions, public plans, endowments and foundations. He was a member of the asset allocation team responsible for developing asset class risk/return assumptions and capital market expectations and also provided research coverage of ETFs and other passive investment strategies. Mario is a Chartered Alternative Investment Analyst (CAIA) and is pursuing the CFA designation.