The Healy Group
The Healy Group is a privately-held, integrated financial services and insurance advisory firm headquartered in South Bend, Indiana, serving individuals, families, small and mid-sized businesses, Medicare-eligible seniors, and homebuyers across the Michiana region with insurance brokerage, financial planning, tax preparation, mortgage financing, and Medicare advisory services since 1976.
- Company typePrivate
- Founded1976
- HeadquartersSouth Bend, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What The Healy Group does
The Healy Group is a privately-held, integrated financial services and insurance advisory firm headquartered in South Bend, Indiana, operating under the DBA names "Healy Group," "Healy Insurance and Financial Group," and "Healy Insurance." Founded in 1976 by Ed Healy (1935-2023) as a life insurance agency, the firm has expanded into a multi-line practice offering business insurance, personal insurance, individual and senior health benefits, wealth management (Healy Financial), tax preparation and planning (Healy Tax, LLC), and mortgage brokerage (Healy Mortgage) through wholly-owned subsidiaries. Following the founder's passing in 2023, ownership and the presidency passed to Rich Preuss, a 40-year financial industry veteran.
The company serves individuals, families, small business owners, mid-to-large commercial accounts, Medicare-eligible seniors, and homebuyers in the Michiana region (Midwest United States), with documented long-tenured client relationships spanning 20+ years. Its go-to-market is advisor-led and relationship-driven: independent advisors work with regional and national carriers to negotiate coverage, deliver risk-management audits, claims support, and tax/wealth/Medicare advisory engagements. The revenue model is professional services across multiple streams — insurance carrier commissions, mortgage origination/processing fees, tax preparation fees (publicly disclosed at $400-$1,800+ per return with three tiers), and advisory/planning fees — with the majority of pricing quote-based rather than published.
The firm operates without proprietary technology, mobile applications, or AI capabilities; its technology footprint is limited to a Client Portal (healygroup.com/client-portal/) for account access plus standard marketing assets (blog, Healy Talks video series, social profiles on Facebook, LinkedIn, Instagram, YouTube). Distribution is direct-to-client via scheduled phone and in-person consultations at the South Bend office, with community events (e.g., Healy $100 giving tradition since 2013, Habitat for Humanity, Walk MS South Bend) serving as a referral engine. Total team size is 21 named individuals organized into Insurance, Administrative, Mortgage, Tax, and Health divisions under a C-suite that includes President & Owner Rich Preuss, COO Carrie Urbanski, Principal & Insurance Risk Management Scott Johnson, and Director-level Finance, Marketing, and Facilities leaders.
The Healy Group firmographics
Firmographics- Name
- The Healy Group
- Legal name
- Healy Group
- Website
- https://healygroup.com
- Company type
- Private
- Founded year
- 1976
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Healy Group is a privately-held, integrated financial services and insurance advisory firm headquartered in South Bend, Indiana, serving individuals, families, small and mid-sized businesses, Medicare-eligible seniors, and homebuyers across the Michiana region with insurance brokerage, financial planning, tax preparation, mortgage financing, and Medicare advisory services since 1976.
- Ownership category
- akta.pro rank
The Healy Group industry classification
Industry- Product category
- Insurance and Financial Advisory Services
- NAICS
- Insurance Agencies and Brokerages (52421), Portfolio Management and Investment Advice (52394)
- SIC
- Insurance Agents, Brokers & Service (6411), Investment Advice (6282), Mortgage Bankers & Loan Correspondents (6162)
- akta.pro primary industry
- Business Owner & Executive Financial Planning (FSAEAAAO)
- akta.pro secondary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
Keywords
Where The Healy Group is headquartered
LocationHeadquarters
- HQ city
- South Bend
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Healy Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Others
Revenue model
- Insurance Advisory & Brokerage: Healy Group earns revenue by advising on and placing business and personal insurance policies for clients. Their advisors work with multiple regional and national insurance carriers to negotiate coverage terms. Revenue is generated through commissions from insurance carriers for policies placed, as well as advisory fees for risk management consulting.
- Mortgage Brokerage: Mike Morin, Mortgage Broker, provides purchase mortgage and refinance solutions. The firm specializes in no-cost mortgage transactions for both purchases and refinances, earning origination and processing fees from lenders.
- Tax Preparation & Planning: Healy Tax, LLC (led by Anne Redgrave, Enrolled Agent) provides individual tax preparation and strategic tax planning and consulting services. Pricing tiers range from $400 for simple returns to $750-$1,800+ for complex returns. Revenue is generated through service fees for tax preparation and advisory engagements.
- Individual & Senior Health Benefits: Advisors help Medicare beneficiaries and individuals navigate health insurance options including Short Term Medical Plans, Marketplace Plans, Supplement Plans, Advantage Plans, and Prescription Drug Plans. Revenue derives from commissions on health insurance products placed.
- Healy Financial: A premier full-service, independent financial services firm dedicated to helping clients make quality financial decisions. The firm utilizes a unique process to recapture unnecessary costs and place control of money back in clients' hands, including individual life insurance. Revenue comes from advisory and planning fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | One time | Simple Return – Basic W2 employees and Standard Deduction, E-Filing Federal and one state return |
| One time/ perpetual license | One time | Mid-Level Return – W2, retirement, and/or 1099 income, Standard or Itemized Deductions, retail investment accounts, and multiple states |
| One time/ perpetual license | One time | Complex Return – Mid-Level return in addition to business ownership, independent contractor income, real estate holdings, stock options, rental properties, partnerships, S Corps, trusts, etc. |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
The Healy Group product offering
Product offeringCore offering
The Healy Group is an independent financial services and insurance advisory firm offering six core service lines through dedicated advisors: Business Insurance (commercial property, casualty, liability, and enterprise risk management), Personal Insurance (auto, home, and specialty coverage), Individual and Senior Health Benefits (health plans and Medicare advisory), Healy Financial (wealth management and investment services), Healy Tax LLC (tax preparation and planning), and Healy Mortgage (residential purchase and refinance financing). Advisors coordinate across service lines to provide integrated, relationship-driven solutions for individuals, families, and businesses in the South Bend/Michiana region.
Product overview
The Healy Group is a comprehensive risk management and financial services firm offering a coordinated suite of insurance, financial, health benefits, tax, and mortgage solutions. The portfolio consists of six core service lines: Business Insurance (commercial property, casualty, liability, and enterprise risk management), Personal Insurance (auto, home, and specialty coverage), Individual and Senior Health Benefits (health plans and Medicare advisory), Healy Financial (wealth management and investment services), Healy Tax LLC (tax preparation and planning), and Healy Mortgage (residential purchase and refinance financing). A Client Portal provides account access. The company positions these services as integrated, relationship-driven offerings rather than standalone products, with advisors coordinating across the portfolio to meet client goals.
Differentiator
Problem solved
Functional benefit
Products and services
- Business Insurance
- Personal Insurance
- Individual and Senior Health Benefits
- Healy Financial
- Healy Tax, LLC
- Healy Mortgage
Companies that use The Healy Group
Customer profileNamed customers2 records
Segments5 records
Ideal customer profiles6 records
The Healy Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Healy Group partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights4 records
The Healy Group competitors and assessment
Company assessmentBroad incumbents
- Hub International: Large North American insurance brokerage offering property/casualty, benefits, and personal lines with a regional office model that mirrors Healy's local-relationship approach at much greater scale.
- Brown & Brown: Large publicly traded insurance brokerage distributing commercial, personal, and employee benefits products across the U.S. Represents the scaled incumbent model that Healy operates within — competitive on enterprise accounts and carrier leverage.
- USI Insurance Services: Large U.S. insurance brokerage and consulting firm serving mid-market and large commercial clients. Comparable commercial lines and risk management focus, scaled significantly beyond Healy.
- AssuredPartners: National insurance brokerage built through acquisition of independent agencies, providing commercial, personal, and benefits coverage nationwide. Demonstrates the roll-up playbook available to regional independents like Healy and represents a potential exit/buyer dynamic.
Regional players
- COUNTRY Financial: Midwest-headquartered multi-line financial services group offering insurance, financial planning, banking, and retirement products to individuals, families, and businesses. Highly comparable to Healy's integrated insurance/wealth/tax advisory model with similar geographic DNA (Illinois-based, Midwest roots).
- Hylant Group: Privately held, Toledo, OH-based insurance brokerage and risk management firm serving commercial and personal clients across the Midwest and beyond. Comparable multi-line advisory model with strong regional brand and personal-relationship culture akin to Healy.
- Erie Insurance: Mid-Atlantic/Midwest insurer operating through exclusive captive agents to sell personal and commercial lines. Provides the regional carrier-channel contrast to Healy's independent brokerage model.
- North Risk Partners: Midwest-based independent insurance, risk management, and financial services firm headquartered in Minnesota. Closely mirrors Healy's regional multi-line model combining business/personal insurance with wealth advisory.
Direct peers
- Higginbotham: Independent insurance and financial services firm headquartered in Texas with offices across the South and Midwest, providing business insurance, personal insurance, employee benefits, and wealth management. Direct comparable to Healy's multi-line, relationship-driven agency model.
- Hightower Advisors: Independent wealth management firm aggregating advisor teams across the U.S., often pairing financial planning with insurance and benefits advisory. Comparable to Healy Financial in offering advisor-led multi-discipline services under an independent brand.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
The Healy Group social profiles
Digital presenceThe Healy Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Healy Group leadership team
Management profileNumber of profiles
Profiles10 records
The Healy Group subsidiaries and ownership
Company hierarchySubsidiaries3 records
The Healy Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Healy Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Healy Group
What does The Healy Group do?
The Healy Group is an independent financial services and insurance advisory firm offering six core service lines through dedicated advisors: Business Insurance (commercial property, casualty, liability, and enterprise risk management), Personal Insurance (auto, home, and specialty coverage), Individual and Senior Health Benefits (health plans and Medicare advisory), Healy Financial (wealth management and investment services), Healy Tax LLC (tax preparation and planning), and Healy Mortgage (residential purchase and refinance financing). Advisors coordinate across service lines to provide integrated, relationship-driven solutions for individuals, families, and businesses in the South Bend/Michiana region.
Is The Healy Group a public or private company?
The Healy Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Healy Group founded?
The Healy Group was founded in 1976. It employs 11 to 50 people.
Where is The Healy Group based?
The Healy Group is headquartered in South Bend, United States, in the North America region.
How does The Healy Group make money?
Five revenue lines are on record. Insurance Advisory & Brokerage is the primary driver. The others are mortgage Brokerage, tax Preparation & Planning, individual & Senior Health Benefits and healy Financial.
Who are The Healy Group's main competitors?
Broad incumbents on record are Hub International, Brown & Brown, USI Insurance Services and AssuredPartners. Regional players are COUNTRY Financial, Hylant Group, Erie Insurance and North Risk Partners. Direct peers are Higginbotham and Hightower Advisors.
Does The Healy Group have an API?
No public API is recorded for The Healy Group.
What industry is The Healy Group in?
The Healy Group's product category is Insurance and Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAO, Business Owner & Executive Financial Planning, with a secondary code of FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers. Its NAICS code is 52421 and its SIC code is 6411.