Joshua B. Heims

Joshua B. Heims, AIF®, is a seasoned financial professional with extensive experience in wealth and financial planning. As the Managing Partner and Founder of Lincoln Sparrow Advisors since January 2013, Joshua specializes in serving High Net Worth clients. Joshua also serves as a Financial Advisor for Avantax, offering investment and insurance services. As a Partner at Pro Medicus Wealth Management, Joshua focuses on financial planning tailored specifically for physicians. Previous roles include being a Registered Representative at SagePoint Financial and a Principal and Portfolio Manager at Neiman Funds Management. Joshua's career also includes co-founding Independent Solutions Wealth Management, where responsibilities included serving as Partner and Chief Investment Officer. Education was pursued at Elmwood Franklin.