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About Healy Financial

A Full-Service Financial Firm Dedicated To Your Growth

Through a collaborative approach, we deliver personalized strategies that inspire you to make steady progress toward the life, retirement, and legacy you desire. We guide you through each of life’s transitions.

Meet Our Team
Nurturing Your Growth Through The Healy Spirit

Nurturing Your Growth Through The Healy Spirit

Our advisors operate according to the Healy Spirit, where love leads our actions and our goal is to improve our clients' daily experiences. Guided by integrity and selfless dedication, our team continuously strives to enhance our understanding and sharpen our thinking to help provide superior solutions for every client.

Thinking About You And Future Generations

Thinking About You And Future Generations

We adopt a multi-generational approach, addressing your financial needs now while also laying the foundations for future generations. Our goal is to help secure your legacy and ensure that your family is well prepared for what lies ahead.

Embracing The Healy Spirit

Embracing The Healy Spirit

Love is our guiding principle and it’s the heart of everything we do. Every day we strive to create lasting change and deliver exceptional service that builds a brighter future for everyone we serve.  

Our Core Values

The Healy Spirit & Philosophy

The Healy Spirit & Philosophy

Love is our guiding principle as we seek to make each day great for our clients. With integrity and selfless service, our team always seeks to think sharper, learn more, and create better solutions for every client.

Multigenerational Mindset

Multigenerational Mindset

Our team has worked with clients in all life stages. Wherever you are in your journey, our collaborative team is equipped to help you pursue your goals and bring the next generation into the conversation.

Values-Oriented Living

Values-Oriented Living

We believe money is you in foldable form. We want to support clients as they live with this purpose in mind by offering financial solutions that are aligned with your values and priorities.

Full-Service, Independent

Full-Service, Independent

Through Healy Financial, we have solutions for all your financial needs. From individuals & families to corporate and business owners, we can handle anything, across the spectrum, that affects your money.

Healy Group: Uniting Efforts for a Better Future

Join Healy

We are a vital member of the Healy Group, striving together to lead with love and create positive changes for our clients and the community.

Our Services

We offer a wide array of services for complete long-term financial planning, helping ensure you have everything you need in one place.

Private Client Services

Our Approach

We focus on aligning our financial planning with your values, helping ensure you can meet your goals and enjoy a more satisfying life.

Explore Our Approach

Our Team

With extensive experience, our team commits to guiding clients toward financial goals through a principled and personalized approach.

Meet Our Team

Our Founder, Ed Healy 

1934 - 2023


Ed Healy dedicated himself to leading clients through the complexities of the financial world towards their aspirations since Healy Group’s founding in 1976.

 

Healy Group grew,  under Ed’s leadership, from a life insurance agency to a full service financial and risk management firm dedicated to helping clients achieve their financial goals through personalized investment and risk management along with  strategic wealth planning. Ed had three basic requirements he wanted in anyone he brought into the firm: integrity, intelligence, and a willingness to work hard. Those values expanded over time to the Healy Spirit, which are our guiding values today for every associate at Healy Group.


We continue Ed’s legacy of helping people manage their money in ways that connect it to their values, in order to experience a more fulfilling life.

Supporting Healy Financial