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The Healy Spirit

The 4-sided philosophy that guides everything we do at The Healy Group

The 4-sided philosophy that guides everything we do at The Healy Group

Yes, we’re a risk management business. So what’s the point of outlining our values on nearly every page of our website? For one, it helps us remember what’s important. And beyond that, it lets you know what to expect every time you connect with someone from our team. So here’s what matters to us, and if it matters to you too, give us a call.

We can’t wait to connect.

Love Wins

Love Wins

Put Others First, Have a Servant’s Heart & Go the Extra Mile

Make it a Great Day

Make it a Great Day

Choose Wisely, Enjoy Life & Have Faith

Do the Right Thing

Do the Right Thing

Be Humble, Think the Best of Others & Be a Passionate Team Player

Be Better

Be Better

Think, Learn & Create

Our Founder, Ed Healy 1935-2023

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 services 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.


Take A Glimpse Of Healy Group’s Charity Work & Culture

Discover the advantage of what happens through a comprehensive insurance plan, led by an advisor dedicated to accomplishing your personal goals and adhering to your values.

Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Wealth Services, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Wealth Services, LLC. 

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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.

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Our Team

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

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