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About Heartwood

Driven by an imperative to serve with wisdom and integrity, we forge lifelong partnerships with our clients, treating them like family as we guide them through their financial journey. While we specialize in serving pastors, it is our joy to serve clients from all walks of life.

Pine Tree

Behind Our Name 

Rooted in Stability
At the core of every tree lies the heartwood, a dense, inner layer that provides strength and stability. Symbolically, heartwood embodies the enduring qualities we strive to instill in our clients’ financial plans: longevity, durability, stability, and capacity to support lives of growing complexity. We aim to fortify your financial well-being through meticulous planning, prudent investments, and a long-term perspective.

Cultivating Your Family Tree
A sound financial plan can change your family tree, and wise financial decisions can shape the trajectory of your family’s future for generations. We understand the importance of establishing a solid foundation of financial stability, education, and legacy for your loved ones. Through personalized strategies tailored to your unique circumstances, we help you lay the groundwork for a prosperous and secure future.

Growth and Change With the Seasons
Similar to the growth and evolution of a tree, a comprehensive financial plan should be dynamic and adaptable. We believe that financial planning is not a one-time event but an ongoing process that demands regular review and adjustment. We foster lifelong partnerships with our clients, actively engaging with them to ensure that their financial plans remain aligned with their evolving goals, dreams, and changing life circumstances.

The True "Heart Wood"
Most importantly, the word "Heartwood" reminds us of the Cross: the true "heart wood" where the heart of God was on full display. This serves as a constant reminder of the values that underpin our business: integrity, wisdom, service, and hospitality. We are driven by a desire to positively impact the lives of our clients, nurturing financial well-being while embodying principles of faith, trust, and stewardship.

About Me

Seth Scott, AAMS™

Founder

Seth is a passionate financial planner with a heart for service and a love for the arts.  When he's not helping his clients build wealth and protect their assets, he can often be found spending time with his family or volunteering in worship ministry at his local church.  As a husband and father of two young boys, Seth knows firsthand the importance of building a strong financial foundation for his family's future.  With degrees in Computer Science and Mathematics, and with a background in theatre, dance, and piano, Seth brings both analytical and creative approaches to financial planning.  In his free time, he enjoys reading, video game development, tabletop role-playing games, and working on his fantasy novel.

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Seth Scott, Financial Planner

Advisory Council

"Plans fail when there is no counsel, but with many advisers they succeed."
Proverbs 15:22

To enhance the quality of our services, we have established an Advisory Council consisting of esteemed individuals from various fields, including current and retired financial professionals, ministry leaders, and members of the community. These respected individuals provide valuable insights, mentorship, and diverse perspectives that help us better serve our clients.

 

It is important to note that members of our Advisory Council are neither employees nor affiliates of Heartwood Financial Planning. They generously volunteer their time and expertise to support our mission of delivering exceptional service to our clientele. Their involvement underscores our dedication to collaboration and continuous improvement. While their contributions greatly benefit our practice, the ultimate responsibility for client service and financial planning rests solely with Heartwood Financial Planning.

We greatly value the guidance and wisdom of our Advisory Council members, and we are proud to have their collective knowledge inform our approach to financial planning.

How Can We Serve You?

We would love the opportunity to get to know you, understand your goals, and develop a personalized plan that aligns with your aspirations. Let us be your trusted partner on your financial journey. Schedule a consultation with our experienced team to explore how we can serve you and add value to your unique financial situation.

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Thank you for reaching out!

General inquiries only. No trade instructions please.

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