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

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

Heritage Financial Advisory, LLC provides discretionary investment management and related advisory services to individual and high‑net‑worth clients. The firm constructs portfolios primarily from low‑cost, diversified mutual funds and ETFs and may retain portions of legacy holdings or recommend unaffiliated independent managers for specific mandates. The firm describes a primarily long‑term investment orientation while employing fundamental, technical and cyclical analysis to set asset allocation and security selection, and it actively monitors accounts for rebalancing, tax harvesting, or changes in client circumstances. Accounts are managed on a percentage‑of‑assets basis with discretionary authority, and the firm notes it will hold positions for more than a year in typical circumstances but may trade more frequently when warranted. Notable features in the firm’s disclosures include its sponsorship of a wrap fee program that bundles securities transaction costs into its asset‑based fee and the fact that a firm principal is also a licensed insurance professional who may receive separate, commission‑based compensation for insurance products; both practices are separately disclosed as potential conflicts of interest. The firm operates with a small advisory team and modest assets under management (approximately $19.17 million across about 61 clients) while combining hands‑on oversight with use of independent managers.

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