Financial advice for today and for tomorrow...
"Whatever you do, do it well." -- Walt Disney
Since 2011, we've been helping our clients to sprinkle a little pixie dust on their taxes, find investments that fit like a glass slipper, and live their happily ever after!
Our mission is to answer your financial questions with simple, clear, personalized advice so that you can make better decisions about your money.
Plus, we'll never judge you for going on your Disney vacations!
You don't have to worry about investment minimums or getting a high-pressure sales pitch. You can work with us on a flat-fee basis to give you the advice you need without feeling like you're sitting through a timeshare presentation.
Our office is located in my hometown of Charleroi, PA.
We also work virtually with our fellow Disney-loving clients across the country.
Meet Bill Hecklick, Founder
If you came here looking for an advisor in a fancy suit that talks to you in complicated financial jargon, you're probably on the wrong website!
I founded our firm on the idea that you deserve simple, clear, personalized financial advice from down-to-earth people that understand and empathize with your situation.
When I'm not at Disney or working on your financial plan (sometimes I work while we're at Disney too!), you might find me watching WWE, playing my guitars, reading a nerdy book, or playing video games.
My wife (Katie) and I live just outside of Pittsburgh, PA with our cats, Luke and Leia. We're super proud to be the "cool aunt and uncle" to 5 nieces and nephews.
We love trying new restaurants, spending time with our family, and telling the cats to stop destroying everything in the house!
Fun fact: the house I grew up in is now the Speers Street Grill.
Mon Valley Residents
Bill (owner) is a Valley guy with deep ties to the communities of Charleroi, Belle Vernon, Rostraver, Monessen, and surrounding areas.
DVC Members & APs
You love the flexibility of park hopping, so let's help you to make financial decisions that will give you flexibility with your money!
Disney Travel Agents
You're the Disney expert for all of your friends and family - let's see if we're the right experts to help you with your financial questions!
Are we the glass slipper that fits your financial needs?
Let's take the first step to see if we can help you.