A complete list of active advisors currently associated with Heritage Investment Group, Inc.

Warmer can help you find a great advisor at Heritage Investment Group, Inc. or one who fits your needs even better.

Heritage Investment Group is an SEC-registered, fee-only advisory firm that provides discretionary investment management, financial planning, and wealth-transfer and tax-aware services to individuals, high‑net‑worth clients, family trusts, charitable foundations, and qualified plans. The firm also advises clients on retirement‑account disposition options and offers trust‑related services through an affiliated trust‑protector entity. Heritage describes its investment approach as evidence‑based and scientific, emphasizing broadly diversified portfolios comprised primarily of ETFs and institutional mutual funds, disciplined rebalancing, and risk control rather than market timing. The firm supplements its in‑house management with selected third‑party sub‑advisers — including providers that offer options‑based or synthetic financing strategies — while stating it does not use leverage in its core investment process and retains oversight of sub‑advisers. Noteworthy distinctions relative to many peers include its origin serving the clientele of a long‑standing estate‑planning law practice and an ongoing financial relationship with affiliated legal professionals, which Heritage discloses and manages through compliance procedures. The firm also operates an affiliated trust‑protector company, is owned largely by principals and family trusts, and discloses the use of third‑party referral arrangements and multiple specialized sub‑advisory relationships, practices that are less common among similar team‑size advisers.

To learn more about the advisors currently working at Heritage Investment Group, Inc., 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.