Jim Heisler Bio

Jim Heisler started Family Wealth Services, LLC to deliver comprehensive, objective financial planning and investment management services to women who are approaching retirement. Women, especially those that are single, face complex issues such as how to care for elderly parents while providing for a family as a single parent. It is these types of issues that are being overlooked by most financial planners. Jim’s interest in this area of planning surfaced when he assisted a close relative through a divorce and the resulting aftermath.   
 
By utilizing his experience as a part-time faculty member at Holy Family University, where he teaches undergraduate and graduate finance courses, Jim helps to educate his clients about the financial planning issues that come with life-changing events such as retirement, divorce, and the loss of a spouse and their impact on women. In this role Jim strives to become his client’s trusted advisor – a resource for all things financial. 
 
Jim has many years of experience, having worked for the Vanguard Group, Inc. in a variety of planning and management positions. Jim is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor for Senior Living™ (CASL™) and Certified Divorce Financial Analyst. He earned Master of Business Administration and Bachelor of Science degrees in Finance from LaSalle University. He is a member of the Financial Planning Association and an associate member of the Philadelphia Bar Association (Family Law and Probate & Trust Sections).
 
Jim and his wife Paula live in Northeast Philadelphia with their three children.