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

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

Heritage Capital provides investment advisory, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm primarily implements discretionary portfolios using mutual funds, exchange-traded funds and variable annuity sub‑divisions, and also offers standalone financial planning and hourly consulting engagements. Heritage Capital delivers active, rules‑based management through a suite of proprietary asset‑management programs that use momentum, trend‑following and mean‑reversion models with explicit stop‑loss and risk‑management controls. The firm generally allocates among pooled vehicles and ETFs while treating cash as an asset class, but it also operates at least one concentrated individual‑stock strategy within its program lineup. A notable disclosure in the brochure is the firm’s participation in a third‑party advisor registry and rating service (Paladin/WiserAdvisor), which the firm highlights as part of its public information. Compared with many peers of similar size, Heritage’s unusually broad and specialized program menu — including leveraged VIX and NASDAQ strategies, multiple gold and relative‑strength sector programs, momentum‑driven high‑yield and emerging‑markets bond strategies, and explicit limits on discretionary cryptocurrency purchases — is distinctive.

To learn more about the advisors currently working at Heritage Capital, 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.