A complete list of active advisors currently associated with Heritage Asset Advisors Ltd., LLP

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

Heritage Asset Advisors serves individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities, providing portfolio management and financial planning through two primary engagement models. The firm offers on‑demand hourly consulting as well as a sponsored wrap fee program for clients who prefer an all‑in fee brokerage and advisory arrangement. Heritage’s investment process draws on fundamental, technical, and cyclical analysis and is tailored to each client’s written Client Profile, with accounts managed on both a discretionary and non‑discretionary basis and reviewed periodically. The firm may use leveraged mutual funds and exchange‑traded funds as part of some clients’ strategies—and in some cases may allocate a substantial portion of a portfolio to those instruments—while also allowing clients to request written restrictions on such investments. What is notable about Heritage relative to many peer teams is that it acts as the sponsor of a wrap fee program while also maintaining an hourly consulting option, a combination that some advisers do not offer. The firm primarily places client assets with a large institutional custodian and receives associated institutional services, a relationship the brochure discloses as a factor in custodian selection; Heritage also does not vote proxies on clients’ behalf.

To learn more about the advisors currently working at Heritage Asset Advisors Ltd., LLP, 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.