Heritage Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Heritage Wealth Advisors works with individuals, high‑net‑worth clients, corporations, charitable organizations, estates and trusts to provide comprehensive financial planning and portfolio management, as well as retirement, college, and estate planning services. The firm reports approximately $604.7 million in assets under management and offers both discretionary portfolio management and asset‑management service accounts where a third‑party manager may implement investments.
The firm emphasizes customized, goal‑based portfolios and uses model portfolios and institutional practices to set asset allocation based on a client’s risk tolerance and life stage, with a stated bias toward high‑quality, income‑producing securities for clients nearing retirement. Heritage incorporates tax‑aware placement (favoring stocks and ETFs in taxable accounts and mutual funds in tax‑sheltered accounts), relies on Raymond James research and resources, and rebalances model portfolios at least annually while encouraging client engagement.
Disclosure in the brochure highlights several features that distinguish Heritage from many peers: some financial professionals are licensed insurance agents who may receive commissions for insurance products, the firm offers optional personal tax preparation through unaffiliated CPA firms to clients meeting high‑asset thresholds, and it documents the use of model portfolios and scenario assumptions (including the publication of hypothetical performance). The brochure also notes the use of standing letters of authorization for third‑party asset transfers and explains the custody implications of that practice.
Client services
Expertise
Fee options
$1,000 for financial planning in certain circumstances
$0 - $1 million: 1.00% $1 million - $3 million: 0.90% $3 million - $6 million: 0.80% $6 million - $10 million: 0.70% $10 million+: 0.60%
Fee-only: Negotiable asset-based fees; flat fee of $1,000 for financial planning in certain circumstances
Main office
9110 Montgomery Rd.
Cincinnati OH 45242
Advisors at this office
3
Most active in
California · Colorado · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Massachusetts · Michigan · North Carolina · North Dakota · Ohio · South Carolina · Tennessee · Texas
Also doing business as
Heritage Wealth Advisors · Heritage Wealth Management Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Lindsey M
CFP®, Series 66
Cincinnati, OH
Heritage Wealth Advisors
Lindsey Meredith is a CFP® and Series 66-licensed advisor with 10 years of industry experience. She has worked at Heritage Wealth Advisors since 2021 and previously held roles at Raymond James & Associates and Wells Fargo. Lindsey volunteers to offer basic financial education courses through her local church. Heritage Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, corporations, trusts, and charitable organizations. The firm emphasizes customized asset allocation, tax-aware investment strategies, and employs research from Raymond James to support equity selection.
David H
CFP®, Series 66
Cincinnati, OH
Heritage Wealth Advisors
David Holwadel is a CFP® and holds a Series 66 license with 27 years of industry experience. He has worked at Heritage Wealth Advisors since 2021 and was previously with Raymond James & Associates, Inc. from 2015 to 2021. Outside of his advisory role, he serves as president of the board for Cincinnati Challenge Ranch and is treasurer and a board member of Sustainable Medical Missions. Heritage Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, corporations, trusts, and charitable organizations. The firm focuses on customized asset allocation and tax-aware investment strategies, utilizing research from Raymond James and offering both discretionary and non-discretionary account management.
Jeffrey T
CFP®, Series 66
Cincinnati, OH
Heritage Wealth Advisors
Jeffrey Thompson is a CFP® with 12 years of industry experience, currently serving as an advisor at Heritage Wealth Advisors in Cincinnati, OH. He previously worked at Raymond James & Associates for six years before joining Heritage Wealth Management in 2021. Heritage Wealth Advisors serves individuals, high-net-worth clients, corporations, charitable organizations, estates, and trusts with comprehensive financial planning and portfolio management. The firm emphasizes customized, goal-based portfolios and incorporates institutional practices, tax-aware placement, and model portfolios to align investments with clients’ risk tolerance and life stage.
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