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

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

Heritage Financial Counselors advises individuals, couples, families and high‑net‑worth clients on comprehensive financial planning, investment management, and consulting. The firm describes an integrated five‑step planning process and provides portfolio management primarily with exchange‑traded funds and no‑load, low‑cost mutual funds, along with reporting and secure online access to planning information. Portfolios are constructed around client goals, time horizon and risk profile, and the firm treats cash as an asset class when setting allocations and fees. Heritage delivers investment advice on a primarily non‑discretionary basis and relies on client consent to implement transactions, which can limit its ability to trade immediately if a client is unavailable. Heritage reported $235.9 million in regulatory assets under management on a non‑discretionary basis as of December 31, 2025, a structure that is uncommon among similar team firms and places implementation responsibility with clients. The brochure also notes operational relationships with Focus Partners and Schwab (including access to DFA funds), an AI policy governing use of analytical tools, and explicit firm positions that it does not recommend cryptocurrency investments or an ESG investing strategy.

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