Joshua B. Heims, AIF® is a Founder and Managing Partner of Lincoln Sparrow Advisors in Williamsville, New York. Mr. Heims 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, Mr. Heims 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, Mr. Heims 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.
Mr. Heims serves as the Managing Partner at Lincoln Sparrow as well as the CIO. As Lincoln Sparrow continues to create relationships with CPA’s and Accountants, Mr. Heims is 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, Mr. Heims was responsible for research and portfolio management for a number of advisors and their clients across the country, as well as a select group of individual clients.
Mr. Heims was a founding partner of Neiman Funds Management, LLC. As the former Chief Operating Officer for Neiman Funds, Mr. Heims was responsible for the day to day operations of the fund company. Mr. Heims 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.
Mr. Heims has authored a number of articles for various publications and continues to publish content for financial and medical publications. Mr. Heims 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”. Mr. Heims has made many local TV and Radio appearances and continues to be a regular guest on WBEN 930 and WECK 1230.
Mr. Heims 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. Mr. Heims is a Registered Representative offering Securities through Avantax, Member: FINRA,SIPC and 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. Mr. Heims 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.