A complete list of active advisors currently associated with Heritage Advisors Group, Inc.

Warmer can help you find a great advisor at Heritage Advisors Group, Inc. or one who fits your needs even better.

Heritage Advisors Group provides asset management, financial planning, and consulting primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers model-based portfolio management for smaller accounts and a fuller, customizable advisory program for larger or more complex accounts, and it occasionally distributes impersonal, educational newsletters to clients and prospects. The firm’s investment approach ranges from model-driven discretionary portfolios limited to ETFs, mutual funds and cash to a full-service program that can include individual securities, bonds, options strategies, and both tactical and strategic asset allocation; Heritage uses charting, cyclical and fundamental analysis and conducts periodic account reviews. Advisors work one-on-one with clients to determine objectives, permit reasonable client-imposed restrictions, and can manage accounts on either a discretionary or non-discretionary basis. What is distinctive about this firm relative to many peers is its set of affiliated business activities and communications: it issues periodic newsletters and has affiliated tax-preparation services, and its representatives also sell insurance products (life, disability, annuities) in their separate capacities for commissions—each arrangement is disclosed as a potential conflict of interest. The firm also uses an institutional custodian platform for custody and trade execution and does not vote client proxies, leaving proxy decisions to clients.

To learn more about the advisors currently working at Heritage Advisors Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.