A complete list of active advisors currently associated with Heritage Wealth Advisors

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

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.

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