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Leadership and Team

Photo of Drew Hefflefinger, CFP®
Drew Hefflefinger, CFP® Advisor, Retirement Plan Consultant 603-816-3404 drew@acornnh.com

Travel, fitness, and leveraging technology consume much of Drew’s time in and out of the office.

Upon graduation Drew received a job offer to work in Singapore. The travel bug inside him has buzzed its way to Thailand, Indonesia, Sri Lanka, Philippines, Vietnam, Malaysia, Greece, England, and Spain -- the few empty pages in his passport only wait for their inevitable stamping!

Locally, Drew can be found at the Merrimack and Manchester YMCA, local soccer fields, the golf course, and hiking and skiing New England’s most challenging terrain. A resident of Manchester, Drew is always up for a day on the pitch, the course, or exploring the mountains with family and friends.

Drew’s vision is a financially educated world -- its why he became a financial advisor. He believes technology is a gateway to that vison by transmitting quality information to the masses. To implement, Drew actively manages Acorn’s social media accounts. By creating and distributing valuable planning and investing concepts Acorn can impact the lives of significantly more people than its client base.

Through his father, Drew has been around the wealth management business his entire life. After graduating from the University of Colorado and working in Singapore he established the foundation of his career. Exposed to a competitive, product first banking culture he became critical of how financial services are delivered. Drew believes advice should be impartial and directly support the goals of the client.  

Clients choose to work with Drew for his listen first approach to financial planning and retirement plan design. Know thy client, or know thy investor is step one to effective professional relationships. Drew then takes a thorough and detailed approach -- small but positive financial decisions continually made over time can lead to tremendous long-term results.

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Drew specializes in helping families and retirement plan participants accumulate and protect wealth. Drew works with a variety of small and medium sized business owners and young families who are serious about building financial security.

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Resources
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