A complete list of active advisors currently associated with Heritage Planning & Investing Services, LLC

Warmer can help you find a great advisor at Heritage Planning & Investing Services, LLC or one who fits your needs even better.

The firm is a state-registered, single-advisor investment advisory practice serving individuals, trusts, and small business owners. It offers hourly financial consulting, comprehensive financial planning, and discretionary portfolio management, and may also provide advice on non-securities matters; the firm does not impose a minimum dollar value to open or maintain an investment account. The firm’s investment process centers on fundamental analysis to assess companies’ intrinsic value, supplemented by technical/chart analysis, with diversification across asset classes and a mix of primarily long-term positions and shorter-term trades when warranted; investment policy statements are reviewed at least annually and discretionary accounts are monitored on a regular basis. Custody and trade execution are conducted through Charles Schwab, and clients receive periodic account statements and summary reports prepared by the firm. A distinctive feature is that the sole advisor holds a state insurance producer license and allocates roughly 15% of time to non-securities advice, with under 5% involving insurance products; the firm discloses that insurance recommendations may generate commissions and offsets any billed advisory time spent on such sales. The advisor also trades in the same securities recommended to clients and executes trades on an individual-account basis rather than aggregating orders, a practice the firm records and discloses to clients.

To learn more about the advisors currently working at Heritage Planning & Investing Services, 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.