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

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

Heritage Financial Advisors, LLC is an SEC-registered, fee-only advisory firm that provides financial planning, investment consultation, and investment management to individuals (both non-high-net-worth and high-net-worth), trusts, estates, charitable foundations, and businesses. The firm operates with a small advisory team and serves roughly 220 clients through both one-time planning engagements and ongoing portfolio services. Portfolios are constructed using Modern Portfolio Theory with an emphasis on cost-efficient index mutual funds and ETFs for model allocations, while clients with larger account balances may receive customized portfolios or individual securities. The firm reports approximately $188 million in assets under management and typically operates on a non-discretionary basis, preparing investment policy statements and making recommendations that clients must approve before implementation. Distinctive aspects relative to peers include a relatively high client load for a two-advisor practice and the large share of AUM managed non-discretionarily, which suggests an emphasis on client decision-making and education rather than delegated trading. The firm also conducts occasional educational workshops and provides specialized services such as retirement plan rollover analysis and charitable foundation investment management, features less commonly offered by similarly sized supported firms.

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