John L. Heacock, CFBS®
John L. Heacock, CFBS®, is a Partner at Atlas Advisory Group, LLC. Drawing on his more than 10 years of experience as a second-generation financial advisor, John focuses on developing goal-based investment management and financial planning strategies for high-net-worth individuals, families, and closely-held businesses.
A recognized leader in the industry, John serves clients throughout the United States from his office in Media, Pennsylvania. He is dedicated to helping clients and families by providing knowledgeable insight and highly personalized client service. In utilizing a holistic approach to personal financial planning and disciplined investing, John works collaboratively with clients and their other key advisors to build customized financial blueprints designed to align long-term goals and optimize their wealth.
John began his career as a financial advisor in 2004, joining the firm in his hometown of Haddonfield, New Jersey, where his father had been advising clients since 1966. In May 2017, after 13 years of holding senior and associate positions with several Fortune 100 companies, John walked away from the traditional Wall Street brokerage model and joined Atlas Advisory Group — a Member Firm of M Financial Group, one of the nation’s premier financial services design and distribution companies.
John earned a B.A. from Haverford College and is a Certified Family Business Specialist (CFBS®). He is a member of the Philadelphia Estate Planning Council (PEPC) and is currently pursuing the Certified Financial Planner (CFP®) certification. Additionally, John serves as an Investment Advisor Representative with M Holdings Securities, Inc., one of the largest independent broker-dealer firms in the country. He holds the Series 7 and Series 66 securities registrations, as well as Life and Health Insurance licenses.
In his spare time, John enjoys playing golf, skiing, and relaxing at the Jersey Shore. He resides in West Chester, Pennsylvania with his wife Jessica, and two children, Bradley and Olivia.