Mark Tekamp is a financial advisor at Heritage Wealth Management Group, Ltd in Norfolk, VA, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Heritage Wealth Management Group since 2008. Heritage Wealth Management Group provides investment advice and financial planning to individuals, trusts, pension plans, banks, and other institutions, offering both discretionary and non-discretionary portfolio management alongside standalone or integrated planning and business-consulting services. The firm’s investment approach combines macroeconomic analysis, fundamental and technical methods, and quantitative indicators to guide asset allocation, utilizing a wider range of asset classes and implementation tools than many peers.

Michael Broadhurst is a CFP® professional with 38 years of experience in the financial industry. He has worked at Heritage Wealth Management Group, Ltd since 2020 and previously spent 19 years with Financial Counselors of Virginia, Inc. Outside of his advisory role, he operates an audio and video recording and editing business and is a member of the Rotary Club of Portsmouth. Heritage Wealth Management Group provides investment advice and financial planning services to individuals, trusts, pension plans, banks, and other institutions. The firm employs a macroeconomic investment approach combining fundamental, technical, and quantitative analyses, and utilizes a broad range of asset classes and implementation tools.

Zachary Tekamp is a CFP® professional with five years of experience, currently serving at Heritage Wealth Management Group, Ltd. His prior experience includes roles at Commonwealth Financial Network, Clarendon Wealth Management, Signature Family Wealth Advisors, and Wall, Einhorn & Chernitzer. Tekamp is a Peer Review Editor for the Journal of Financial Planning and serves on the Virginia Tech Pamplin College of Business Recent Alumni Board. Heritage Wealth Management Group offers discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, corporations, and employee benefit plans. The firm employs a passive, risk-based diversification approach and provides a wide range of planning services while acting as a fiduciary for retirement plans under ERISA when engaged.