Apex Award Winner 2011
David Hefty is CEO and co-founder of Hefty Wealth Partners, located in Auburn, Ind. David started the firm in 2000 along with his wife, and fellow 2011 Apex Award recipient, Stacy Hefty. Since its inception, the firm has grown significantly and employs 10 full time people and has more than $170 million in assets under management.
In his capacity as CEO, David has been instrumental in building a nationally recognized wealth management firm that serves individuals and families across the United States with a concentration in and around the Fort Wayne, Ind., area. David has guided countless individuals and families toward the achievement of their financial goals and objectives by providing independent, unbiased wealth management advice.
He now ranks among the top 1 percent of all advisors affiliated with LPL Financial, the largest independent broker/dealer in the United States. The national and local media frequently seek David’s insight on financial topics. He is a frequent guest on CNBC and Fox Business, and his insight has appeared in The Wall Street Journal, MarketWatch, Forbes and USA Today, among many others.
David and his wife met as undergraduates at Purdue, where David studied and graduated summa cum laude with a degree in agriculture economics. David was named the outstanding senior in the college of agriculture and was the recipient of the G.A. Ross Award for outstanding senior man on campus. During his time at Purdue, David’s goal was to open his own financial firm and did so at age 23.
As a respected member of the community, David serves and has served on several boards of local nonprofits. When he is not working at the firm, David enjoys spending time with his wife Stacy and four children.