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 provides investment and wealth management to individuals, high‑net‑worth investors, family trusts, charitable foundations and qualified plans. The firm delivers discretionary portfolio management and financial planning on a fee‑only, fiduciary basis and reports managing approximately $2.23 billion for roughly 900 clients. The firm describes a scientific, engineered approach that emphasizes global diversification and risk control, primarily using ETFs and institutional no‑load mutual funds while avoiding leverage and market timing; it may recommend alternative investments when consistent with a client’s objectives. Heritage also uses an institutional sub‑advisory relationship with Dimensional Fund Advisors for certain qualified accounts on a unified managed account platform, while retaining responsibility for overall asset allocation and suitability. Heritage traces its origins to serving the clients of an estate‑planning law firm and discloses ongoing affiliation with that legal practice, including the availability of coordinated legal services (which are billed separately and reviewed under the firm’s compliance procedures). The firm offers trust protector services through an affiliate (Heritage Trust Protector Services, LLC) and recently noted the end of a former affiliation with an accounting professional, disclosures that highlight its deeper integration with estate‑planning and fiduciary services compared with many peers.

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.