Heritage Financial LLC

Eric Thomas is a financial advisor at Heritage Financial LLC with a Series 65 designation and one year of industry experience. Prior to joining Heritage Financial, he worked in IT support at Texas Tech University and served nine years in the United States Marine Corps. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations. The firm uses a LifeMap Discovery process to develop tailored plans and constructs portfolios using a core-and-satellite approach with broadly diversified mutual funds and ETFs, often implementing strategies through independent third-party advisers.

Andrew Downey is a financial advisor at Heritage Financial LLC with one year of industry experience. He holds a Series 65 designation and has prior work history in education with Prince William County Public Schools and Culpeper County Public Schools. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations. The firm uses a LifeMap Discovery process to develop customized plans and employs a core-and-satellite portfolio approach, often utilizing independent third-party advisers for model implementation.

David O'Neill is a financial advisor at Heritage Financial LLC in Gainesville, VA, with eight years of industry experience. He holds Series 65 and Series 66 licenses and has been with Heritage Financial since 2018, previously working at Spire Investment Partners LLC. Outside of his advisory role, he is the sole member of SLOPESIDE LLC, a personal investment activity unrelated to his financial advising. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations. The firm uses a LifeMap Discovery process to develop customized plans and employs a core-and-satellite portfolio construction approach, often implementing strategies through independent third-party advisers.

David Morton is a financial advisor with Heritage Financial LLC in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Heritage Financial since 2007, including its current form since 2016, and previously at The Strategic Financial Alliance and Acorn Financial Advisory Services. In addition to advisory work, he is a licensed insurance agent involved in fixed life and health insurance sales. Heritage Financial LLC provides investment management and financial planning to individuals, families, trusts, charitable organizations, small businesses, and corporations. The firm uses a LifeMap Discovery process to develop customized plans and constructs client portfolios with a core-and-satellite approach, often implementing strategies through independent third-party advisers.

Aaron Clarke is a CFP® with 10 years of experience in financial advising. He is currently with Heritage Financial LLC and has held prior roles at firms including Halpern Financial, Inc. and Acorn Financial Advisory Services, Inc. Clarke is a volunteer board member and executive counsel member of the Financial Planning Association of the National Capital Area and owns a consulting and financial literacy business called Virtual Business Virtuosos dba Gig Wealthy. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations. The firm uses a LifeMap Discovery process to develop customized plans and constructs portfolios using a core-and-satellite approach with diversified mutual funds and ETFs, often implementing strategies through independent third-party advisers.

Elizabeth Clark is a financial advisor with Heritage Financial LLC in Gainesville, VA, holding Series 63, 65, and 66 licenses and 13 years of industry experience. She has worked at Heritage Financial since 2011 and is also involved with Intelligent Back Office Solutions, LLC, a private business focused on simplifying business transitions. Heritage Financial LLC provides investment management and financial planning services to individuals, families, trusts, charitable organizations, small businesses, and corporations, utilizing a core-and-satellite portfolio approach and collaborating with multiple third-party advisers.