A complete list of active advisors currently associated with Heritage First Wealth Management, LLC

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

Heritage First Wealth Management provides discretionary portfolio management and financial planning to individuals, high‑net‑worth individuals, trusts, estates, and retirement plan sponsors. The firm also offers ERISA retirement‑plan services, acting in limited 3(21) or 3(38) fiduciary capacities, and arranges for third‑party managers and sub‑advisors to manage client assets. Investment programs are based on each client’s stated goals, time horizon and risk tolerance, with security selection and asset allocation implemented on a discretionary basis using fundamental, technical and charting analysis; accounts are reviewed at least quarterly. When appropriate the firm engages or recommends third‑party managers and model portfolios, retains oversight of those relationships, and documents ongoing monitoring of performance and suitability. Compared with many peers in its regulatory category, the firm is notable for providing pension consulting to retirement plans and offering fixed‑fee standalone financial planning while maintaining affiliated insurance, tax preparation and legacy‑planning entities whose representatives may offer insurance and other products for separate compensation. The firm’s business model emphasizes selecting and supervising outside advisers and TPMs rather than sponsoring private funds, and it discloses the resulting referral and conflict‑of‑interest arrangements.

To learn more about the advisors currently working at Heritage First Wealth Management, 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.