Who We Are

OUR HERITAGE

Hedeker Wealth was founded in 2002 to serve its clients as an independent, privately owned SEC registered investment advisor. We focus on a holistic approach to wealth management combining our deep experience with tax and estate planning in addition to wealth planning and investment management.

We are constantly striving to innovate and evolve to help meet the changing needs of our clients. 

VIDEO IMPORTANT DISCLOSURE INFORMATION 

The previous presentation by Hedeker Wealth, LLC (“Hedeker) was intended for general information purposes only.  No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Hedeker or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Hedeker’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Hedeker is engaged, or continues to be engaged, to provide investment advisory services. Hedeker is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Hedeker is engaged, or continues to be engaged, to provide investment advisory services. Copies of Hedeker’s current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.hedekerwealth.com. 

OUR MISSION

OUR MISSION

Hedeker Wealth was founded with the goal of assisting our clients in every aspect of their financial lives. We offer all clients personal service. For each of our clients, we strive to create financial stability and confidence to achieve financial independence.

We focus on where you want to go, advise on how to get there, and provide support in maintaining a disciplined approach to realizing their financial goals and dreams.

To fulfill this mission, we offer a comprehensive wealth management platform to provide you with complete legal, financial and tax services, (via our affiliated entities per the terms and conditions of a separate engagement) seeking to provide you with a high level of protection for your hard-earned assets.