Jay L. Heller, CPA, PFS

Managing Director

Jay is a managing director of Meridian Wealth Partners and co-author of The Progression of Wealth, a book he wrote with Brian Kohute to explain their trademarked methodology of wealth management for high-net-worth families.

Jay began his career as a CPA advising business owners. He is a Personal Financial Specialist (PFS), a designation available only to CPAs meeting specific requirements and passing exams authorized by the American Institute of Certified Public Accountants. Only about 7,000 of the nation’s 400,000 CPAs have met the requirements. Jay, who has more than 35 years of experience as a financial advisor, is a sought-after speaker at seminars for financial professionals and is annually named on Philadelphia’s Five Star Wealth Manager List. Jay is often quoted in consumer media outlets including Kiplinger’s Personal Finance, MarketWatch.com, and CNN, as well as in industry publications such as Accounting Today, CPA Wealth Provider, and Investment News. Outside of helping clients achieve their financial goals, Jay enjoys his time with his wife, Randi, and their kids and grandchildren.

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