RIA Advisory Group celebrates new office

MT. PLEASANT — With an excitement for helping clients make the most of their investments, Mt. Pleasant’s RIA Advisory Group couldn’t help but celebrate their new office where they will focus on this goal with a Chamber of Commerce ribbon cutting last Thursday.

Ben Heckart and Paul Katsion, local representatives of RIA Advisory Group out of Des Moines, gathered with supporters in their new location at 907 East Washington Street on the south end of Brad Holtkamp Automotive to cut the ribbon the morning of Jan. 18.

According to the Mt. Pleasant Area Chamber of Commerce, “Two advisers, with over twenty years of experience each, decided to establish this group in 2005. Now known as RIA Advisory Group, they now total over 25 advisers and manage over $440M in assets.”

“We are a fee only Registered Investment Advisory (RIA) firm — founded in 2008. Our advisers provide investment management, advice and planning services to families and small businesses. Our goal is to treat each client with the highest level of Integrity, to follow and employ the highest Ethical standards, and to offer transparency in everything we do,“ RIA Advisory Group states on their website.

Chamber Executive Vice President Rachel Lindeen states that Heckhart’s and Katsion’s practice is distinct thanks to their active management of assets.

“Their objective is to help their clients achieve consistent or above average returns on their investments,” she said in a press release.

“We all invest to see our dollars grow and want to be happy about the Firm that we are working with,” Lindeen said. “Ben and Paul have this as a daily objective of their practice and love to walk their clients through the process of growing their wealth and being sure that it is passed on to the next generation in an efficient manner. They look forward to meeting you soon.”