Heaton Financial

Q: What is Heaton Financial's official website?

Heaton Financial's official website is www.heatonfinancial.com

Q: What is Heaton Financial's Revenue?

Heaton Financial's revenue is <$5 Million

Q: What is Heaton Financial's NAICS code?

Heaton Financial's NAICS: 52,523

Q: How many employees does Heaton Financial have?

Heaton Financial has 11-50 employees

Q: What industry does Heaton Financial belong to?

Heaton Financial is in the industry of: Finance , Securities Trading , Lending & Brokerage

Q: What is Heaton Financial competition?

Heaton Financial top competitors include: Siler Wealth Management , Retirement Planning Solutions , JLB Wealth Management Group

Q: What technology does Heaton Financial use?

Some of the popular technologies that Heaton Financial uses are: Cloudflare Website Optimization, Cloudflare CDN, Datadog, Google Font API

Q: How do I contact Heaton Financial?

Heaton Financial contact info: Phone number: (435) 272-4362 Website: www.heatonfinancial.com

Q: What does Heaton Financial do?

Heaton Financial is an independent registered investment advisor based in Utah, specializing in personalized investment solutions and wealth management. The firm focuses on helping clients achieve their financial goals through tailored retirement planning, investment management, and income strategies. With a commitment to providing individual atten... tion and customized solutions, Heaton Financial serves clients in southern Utah, assisting them in navigating complex financial needs. Their services include retirement planning, investment strategies, college savings plans, and maximizing social security benefits. Read More

Q: What are Heaton Financial social media links?

Heaton Financial Linkedin page Heaton Financial Twitter page Heaton Financial Facebook page

Finance · Utah, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

1224 S River Rd Ste A103, Saint George, ...

Phone Number

(435) 272-4362

Website

www.heatonfinancial.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

Lending & Brokerage

About Heaton Financial

Heaton Financial is an independent registered investment advisor based in Utah, specializing in personalized investment solutions and wealth management. The firm focuses on helping clients achieve their financial goals through tailored retirement planning, investment management, and income strategies. With a commitment to providing individual attention and customized solutions, Heaton Financial serves clients in southern Utah, assisting them in navigating complex financial needs. Their services include retirement planning, investment strategies, college savings plans, and maximizing social security benefits.Explore more

Is this data correct?

View contact profiles from Heaton Financial

SIC Code 62,628NAICS Code 52,523Show more

Heaton Financial Org Chart

Phone

Matthew Heaton

Director

Phone

Get the full picture

Compare Similar Companies to Heaton Financial

Compare insights from companies similar to Heaton Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Heaton Financial

<$5M

11-50

Private

2005

Matthew HeatonDirector

Siler Wealth Management

<$5M

1-10

Private

1998

Lee SilerPresident & CEO

JLB Wealth Management Gro...

<$5M

1-10

Private

2012

Jeff BathurstCo-Founder & Chief Technology Officer

Retirement Planning Solut...

<$5M

1-10

Private

2016

Jeanie McMonigalDirector, Operations

View Email Formats for Heaton Financial

Heaton Financial Tech Stack

A closer look at the technologies used by Heaton Financial

Cloudflare Website Optimization

See more technologies

Top Finance Companies

Frequently Asked Questions Regarding Heaton Financial

What is Heaton Financial's official website?

Heaton Financial's official website is www.heatonfinancial.com

What is Heaton Financial's Revenue?

Heaton Financial's revenue is <$5 Million

What is Heaton Financial's SIC code?

Heaton Financial's SIC: 62,628

What is Heaton Financial's NAICS code?

Heaton Financial's NAICS: 52,523

How many employees does Heaton Financial have?

Heaton Financial has 11-50 employees

What industry does Heaton Financial belong to?

Heaton Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage

What is Heaton Financial competition?

Heaton Financial top competitors include: Siler Wealth Management, Retirement Planning Solutions, JLB Wealth Management Group

What technology does Heaton Financial use?

Some of the popular technologies that Heaton Financial uses are: Cloudflare Website Optimization, Cloudflare CDN, Datadog, Google Font API

How do I contact Heaton Financial?

Heaton Financial contact info: Phone number: (435) 272-4362 Website: www.heatonfinancial.com

What does Heaton Financial do?

What are Heaton Financial social media links?

Heaton Financial Linkedin page Heaton Financial Twitter page Heaton Financial Facebook page

Is Heaton Financial a public company?

Heaton Financial is private company therefore does not currently have an official ticker symbol

See more information about Heaton Financial

Heaton Financial Latest Hires and Their Positions

Heaton Financial is expanding and recently hired new employees. Here are the latest additions to the team.

Kimber Heaton

Cfp

Joined May 12, 2026

Phone

Sell Smarter. Win Faster.

Level up your game to ZoomInfo Copilot, intuitive AI that turns your data and high-quality ZoomInfo data into an unfair advantage for your go-to-market teams.