A complete list of active advisors currently associated with Heritage Asset Management, LLC

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

Heritage Asset Management provides discretionary asset management, financial planning and consulting, and limited-scope ERISA 3(21) retirement-plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm reports about $155 million in discretionary assets across roughly 746 client relationships served by a two-advisor team, resulting in a high client load per advisor. The firm implements portfolios primarily through the Orion Portfolio Solutions platform, using third‑party strategist models and discretionary trading authority while monitoring accounts on a regular (at least quarterly) basis; it also assists clients and plan sponsors with investment policy statements and option monitoring. Heritage describes a mix of analytical approaches—fundamental and technical analysis, charting and modern portfolio theory—and allows clients to impose written investment restrictions. Distinctive features include an unusually high number of clients per advisor for a small advisory team and an affiliation with an insurance business whose advisors are licensed to sell commission‑based insurance products, a relationship the firm discloses and says is managed through fiduciary procedures and disclosures. The firm’s model also relies on OPS strategist models and occasional economic benefits from the platform (such as event invitations and software discounts), while Heritage retains the direct client relationship and oversight.

To learn more about the advisors currently working at Heritage Asset Management, LLC, 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.