Joshua B. Heims, Aif®
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Joshua B. Heims, Aif® Email & Phone Number

Founding Partner - Financial Advisor at BearingStone Wealth, Inc.
Location: Buffalo, New York, United States 7 work roles 1 school
1 work email found @msn.com 11 phones found area 716 and 866 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 11 phones

Work email j****@msn.com
Direct phone (716) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
BearingStone Wealth, Inc.
Role
Founding Partner - Financial Advisor
Location
Buffalo, New York, United States
Company size
22 employees

Who is Joshua B. Heims, Aif®? Overview

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Quick answer

Joshua B. Heims, Aif® is listed as Founding Partner - Financial Advisor at BearingStone Wealth, Inc., a with 22 employees, based in Buffalo, New York, United States. AeroLeads shows a work email signal at msn.com, phone signal with area code 716, 866, and a matched LinkedIn profile for Joshua B. Heims, Aif®.

Joshua B. Heims, Aif® previously worked as Managing Partner/Founder at Lincoln Sparrow Advisors and Financial Advisor at Avantax. Joshua B. Heims, Aif® studied at Elmwood Franklin.

Company email context

Email format at BearingStone Wealth, Inc.

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*@msn.com
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AeroLeads found 1 current-domain work email signal for Joshua B. Heims, Aif®. Compare company email patterns before reaching out.

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Profile bio

About Joshua B. Heims, Aif®

Specialties: Institutional Portfolio Management, High Net Worth Client Relationships, Comprehensive Wealth and Financial Planning, Financial Services Operations, Physician Specific Financial Planning

Listed skills include Financial Planning, Asset Management, Wealth Management, Portfolio Management, and 7 others.

Current workplace

Joshua B. Heims, Aif®'s current company

Company context helps verify the profile and gives searchers a useful next step.

BearingStone Wealth, Inc.
Bearingstone Wealth, Inc.
Founding Partner - Financial Advisor
Buffalo, NY, US
Website
avantax.de
Employees
22
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Company profile
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7 roles

Joshua B. Heims, Aif® work experience

A career timeline built from the work history available for this profile.

Managing Partner/Founder

Lincoln Sparrow Advisors

Williamsville, Ny

Lincoln Sparrow Advisors specializes in Comprehensive Wealth and Financial Planning, and Portfolio and Relationship Management for High Net Worth clients, and a few select CPA's and Accountants.

Financial Advisor

Avantax

Williamsville, Ny

Securities offered through Avantax Investment Services℠, Member FINRA,SIPCInvestment advisory services offered through Avantax Advisory Services℠Insurance services offered through an Avantax affiliated insurance agency.

Partner

Pro Medicus Wealth Management

Pro Medicus Wealth Management is a comprehensive Investment and Financial Planning resource designed exclusively for Physicians. Pro Medicus‘ mission is to educate and assist Physicians in recognizing the unique financial issues only they face and create a comprehensive financial plan to successfully navigate these issues.

Principal - Portfolio Manager

Neiman Funds Management

Partner, Portfolio Manager and Chief Operating Officer for Neiman Funds Management, LLC.

Sep 2009 - Aug 2011

Partner - Chief Investment Officer

Independent Solutions Wealth Management

Founder, managing partner and CIO of Independent Solutions, a national Registered Investment Advisor and third party money management firm.

Nov 2007 - Aug 2011
Team & coworkers

Colleagues at BearingStone Wealth, Inc.

Other employees you can reach at avantax.de. View company contacts for 22 employees →

EE Edward Etsuji Oizumi Edward Etsuji Oizumi Colleague at Bearingstone Wealth, Inc.Orange County, California, United States View → PH Paige Huntley Paige Huntley Colleague at Bearingstone Wealth, Inc.Folsom, California, United States View → JS James Smith James Smith Colleague at Bearingstone Wealth, Inc.United States View → TG Troy Goldberg Troy Goldberg Colleague at Bearingstone Wealth, Inc.Boca Raton, Florida, United States View → BE Brent Eugenides, Cfp(R) Brent Eugenides, Cfp(R) Colleague at Bearingstone Wealth, Inc.New York City Metropolitan Area, United States View → BR Bridget Rosebeary Bridget Rosebeary Colleague at Bearingstone Wealth, Inc.Oklahoma City, Oklahoma, United States View → JM John Mims John Mims Colleague at Bearingstone Wealth, Inc.Lewisville, Texas, United States View → UP Umang Patel Umang Patel Colleague at Bearingstone Wealth, Inc.Elon, North Carolina, United States View → GF Glenn Frandsen Glenn Frandsen Colleague at Bearingstone Wealth, Inc.Paradise, Texas, United States View → DH Debbie Holder Debbie Holder Colleague at Bearingstone Wealth, Inc.Dallas-Fort Worth Metroplex, United States View →
1 education record

Joshua B. Heims, Aif® education

  • Elmwood Franklin
    Elmwood Franklin
FAQ

Frequently asked questions about Joshua B. Heims, Aif®

Quick answers generated from the profile data available on this page.

What company does Joshua B. Heims, Aif® work for?

Joshua B. Heims, Aif® works for BearingStone Wealth, Inc..

What is Joshua B. Heims, Aif®'s role at BearingStone Wealth, Inc.?

Joshua B. Heims, Aif® is listed as Founding Partner - Financial Advisor at BearingStone Wealth, Inc..

What is Joshua B. Heims, Aif®'s email address?

AeroLeads has found 1 work email signal at @msn.com for Joshua B. Heims, Aif® at BearingStone Wealth, Inc..

What is Joshua B. Heims, Aif®'s phone number?

AeroLeads has found 11 phone signal(s) with area code 716, 866 for Joshua B. Heims, Aif® at BearingStone Wealth, Inc..

Where is Joshua B. Heims, Aif® based?

Joshua B. Heims, Aif® is based in Buffalo, New York, United States while working with BearingStone Wealth, Inc..

What companies has Joshua B. Heims, Aif® worked for?

Joshua B. Heims, Aif® has worked for Bearingstone Wealth, Inc., Lincoln Sparrow Advisors, Avantax, Pro Medicus Wealth Management, and Sagepoint Financial.

Who are Joshua B. Heims, Aif®'s colleagues at BearingStone Wealth, Inc.?

Joshua B. Heims, Aif®'s colleagues at BearingStone Wealth, Inc. include Edward Etsuji Oizumi, Paige Huntley, James Smith, Troy Goldberg, and Brent Eugenides, Cfp(R).

How can I contact Joshua B. Heims, Aif®?

You can use AeroLeads to view verified contact signals for Joshua B. Heims, Aif® at BearingStone Wealth, Inc., including work email, phone, and LinkedIn data when available.

What schools did Joshua B. Heims, Aif® attend?

Joshua B. Heims, Aif® studied at Elmwood Franklin.

What skills is Joshua B. Heims, Aif® known for?

Joshua B. Heims, Aif® is listed with skills including Financial Planning, Asset Management, Wealth Management, Portfolio Management, Asset Allocation, Business Strategy, Business Planning, and Investments.

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