D. Tyler Heymann, CEPA
Professional ExitMap Planner / Featured
Founder, Prism Financial Concepts ➤
David “Tyler” Heymann is a 20+ year veteran financial advisor and business leader. He has served in a number of roles throughout his career including Chief Financial Planner, Chief Investment Officer, Family Office Director, and Chief Executive Officer, primarily working with middle market RIA’s and Multi-Family Offices.
His love for people and his ability to provide clarity around complex financial problems has kept him excitedly working in a client facing capacity where he feels he does his best work. Fed up with the “business as usual” attitude of the financial advisory community at large, in 2016 Mr. Heymann re-invented his company Prism Financial Concepts and set out to accomplish three things; eliminate conflicts of interest that exist in the FA industry; realign advisor compensation with customer value; and change the conversation that advisors have with their clients to support a best and highest capital allocation mandate.
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- Listing ID: 8293
- Professional Class: Exit Planner