Joshua B. Heims, AIF®

Joshua B. Heims, AIF® is a Founder and Partner of BearingStone Wealth in Williamsville, New York.  Josh started his financial career with American Express Financial Advisors as a Corporate Advisor in Williamsville, New York.  After moving his practice to an Independent Broker Dealer, Josh brought on a couple of partners in order to found two new Investment Firms, Independent Solutions Wealth Management and Neiman Funds Management.  Prior to a career in financial services, Josh was the CEO and President of a multi-million dollar wholesale seafood distributor and the owner of a restaurant, both based in downtown Buffalo, New York. 

Prior to collaborating to form BearingStone, Josh served as the Managing Partner and Chief Investment Officer at Lincoln Sparrow Advisors an SEC Registered Investment Advisory firm he founded.  At Lincoln Sparrow Josh was responsible for the day to day operations of the firm including Portfolio and Investment management as well as overseeing the Advisors and their relationships with clients. 

As the former Chief Investment Officer for Independent Solutions an RIA and an Institutional Third Party Money Manager, Josh was responsible for research and portfolio management for all of advisors and their clients across the country, as well as a select group of individual clients. 

Josh was a founding partner of Neiman Funds Management, LLC.  As the former Chief Operating Officer for Neiman Funds, Josh was responsible for the day to day operations of the fund company.  Josh also served as the Lead Portfolio Manager for The Neiman Balanced Allocation Fund and was responsible for the management, research, trading and oversight of the fund.

Josh has authored a number of articles for various publications and continues to publish content for financial and medical publications.  Josh has spoken at a number of state and national financial planning/investing conferences as a skilled professional in areas ranging from “Advanced Asset Allocation Using Alternative Investment Strategies” to “Creating a Personal Road Map for Retirement”.  Josh has made many local TV and Radio appearances and continues to be a regular guest on WBEN 930 and WECK 1230.

Josh formerly served on the Investment Council for The Neiman Large Cap Value Fund, which at the time was a Morningstar 5 star rated mutual fund and is a former board member for the local branch of the Financial Planning Association (FPA), a national resource for information and tools, connecting consumers with financial planners who will deliver advice using an objective, client-centered, ethical process.  Josh currently holds the following securities licenses in a number of states: Series 7, Series 66 as well as his Life, Accident and Health Insurance licenses and a NYS Partnership Certification in Long Term Care insurance.  Josh earned the AIF® Designation from the Center for Fiduciary Studies in 2013. The AIF Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.