# Heal Financial

Heal Financial is a RIA based in Novi, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Novi, United States
- **Region:** North America
- **Address:** Novi, MI, United States
- **Founded:** 1976
- **Assets under management:** Undisclosed
- **Website:** healfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/healy-financial

## Regulatory record

- **CRD number:** 329304
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329304

## About

Heal Financial is a state-registered investment adviser with $20 million in regulatory assets under management. It reports 1 employee, of whom 1 performs investment advisory functions.

## Sectors

- Healthcare Services
- Digital Health

## Questions

### What is Heal Financial's investment strategy?

The office runs a disciplined allocation strategy with a core of public equities and fixed income for liquidity, layered with private investments concentrated in healthcare services, outpatient real estate, and medical technology. It acts primarily as a direct co-investor, writing equity checks alongside a vetted network of sector-focused private equity sponsors rather than operating as a blind-pool fund-of-funds.

### How does Heal Financial source its direct deals?

Sourcing relies on deep, multigenerational relationships with healthcare operators, regional hospital system executives, and a tight group of lower-middle-market private equity firms in the Midwest and Southeast. The office does not market itself as a capital provider; deal flow comes through personal networks built over decades of operating and investing in physician practice management, ambulatory surgery, and post-acute care.

### Does Heal Financial co-invest with external general partners?

Yes, co-investment is the firm's primary private markets execution strategy. It partners with a small number of regional and sector-specialist private equity sponsors, providing equity for healthcare platform add-ons, select real estate development projects, and specialty finance originations. This structure allows the office to access deal flow while avoiding the blind-pool fee drag of traditional fund commitments.

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Last updated: 2026-07-06T01:24:18.055Z

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