Healey & Associates, Inc.

Healey & Associates, Inc. is a financial services firm based in the US, specializing in innovative risk management and cost control solutions for both individual clients and businesses, with a focus on comprehensive employee benefits and financial security strategies. Founded in 1982 and headquartered in Portland, US, Healey & Associates, Inc. provides financial services that cater to diverse client needs.

In May 2025, World Insurance Associates LLC, a portfolio company of Goldman Sachs Asset Management and Charlesbank Capital Partners, acquired Healey & Associates, Inc. Healey & Associates specializes in providing comprehensive financial services focused on innovative risk management and cost control solutions tailored for individual clients and businesses. Their core offerings include employee benefits, retirement planning, property and casualty insurance, estate planning, disability planning, and business succession planning. These services are designed to address critical client needs such as asset protection, financial security against unforeseen losses, and the effective management of employee compensation packages.

Healey & Associates serves a diverse clientele, including business owners, professionals, and financially successful individuals who require bespoke financial strategies. The company operates primarily in the Northeastern United States, with its services available in various markets, including Maine and surrounding regions. Healey & Associates generates revenue through a structured offering of advisory services and financial products. The firm engages in B2B transactions, providing tailored solutions to businesses and professionals who seek to enhance their employee benefit programs and secure their financial futures.

Revenue is derived from fees associated with advisory services, which encompass areas like retirement planning and risk management. Clients typically engage with Healey & Associates on a subscription or partnership basis, allowing for ongoing financial guidance and support. The firm’s pricing structure is aligned with the complexity and scope of services rendered, ensuring that clients receive customized financial solutions that meet their specific needs.