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

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

Heritage Financial advises individuals, families, trusts, charitable organizations, small businesses and corporations, providing investment management and financial planning. The firm’s ADV reports it manages roughly $408 million in regulatory assets for about 350 clients through a seven‑advisor team and offers both ongoing asset management and stand‑alone planning engagements. The firm begins client relationships with a LifeMap Discovery process to document financial and non‑financial goals, then constructs individualized core‑and‑satellite allocations that often use model portfolios provided by third‑party advisers. Heritage generally manages accounts on a discretionary basis, retains outside sub‑advisers for implementation (naming FPAS, Dimensional and AQR in its brochure), and describes a formal due‑diligence process for evaluating managers’ holdings, concentrations and business risks. Heritage’s ADV is notable for explicitly disclosing a range of third‑party relationships and marketplace linkages — including past use of FPAS’s SA Funds, arrangements with DPL for commission‑free insurance access, and receipt of compensation tied to certain American Funds share classes — and the firm also references external third‑party ratings in its materials. That level of upfront disclosure about third‑party models, platform services and potential conflicts is presented more prominently in the brochure than is typical among many peer team firms.

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