The Heng, Allen & Vonhof group

Steve Heng named to 2026 FORBES Best-In State Wealth Advisors

2026 FORBES Best-In State Wealth Advisors. Published 4/7/26, rankings based on data as of 6/30/25

You Belong At The Center of Your Portfolio

We believe in creating sound financial strategies that help you successfully reach your goals.

MEET THE TEAM

When you do business with us, it is built on a foundation of thoughtful client relationships. Just when you think you have one challenge, we can help identify and solve for more.

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ABOUT BAIRD

As an independent firm owned by our associates, we have a huge stake in making sure we do things right. Baird has remained strong because we put our clients’ interests first and take a long-term view, both in terms of your success and the investments we make in our own resources and capabilities to serve you best.

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WEEKLY MARKET INSIGHTS

Whether from their regular interviews on national news outlets or their research delivered directly to advisors, Strategas cuts through the noise and provides insights that are highly valuable to our clients over the short and long term.

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WHAT YOU NEED IS WHAT WE DO

We help address common concerns and questions associated with each life stage.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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