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 serves high-net-worth and individual clients, families, trusts and estates, business entities, non-profit organizations, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, tax preparation and retirement-plan advisory. The firm provides integrated consulting and implementation support and coordinates with outside professionals when clients request additional services. Heritage constructs personalized asset-allocation models that reflect time horizon, risk tolerance, cash-flow needs and tax considerations, implementing portfolios with mutual funds, ETFs, individual equities, fixed income, separately managed accounts and private investments and reviewing portfolios at least quarterly. The firm may recommend independent managers, use options and other strategies for hedging or income, offers client portals (eMoney/Tamarac), and discloses the supervised use of AI tools in its advisory process. What distinguishes Heritage from many multi-team peers is its role as investment manager and affiliated general partner/manager to multiple private investment funds and its management of pooled investment vehicles; the firm recently launched an additional fund series and offers both advisory-linked share classes for clients and non-advisory (Class B) interests. The brochure notes that advisory-linked fund holdings are included in client AUM for billing purposes, participation in the funds is voluntary and governed by separate offering documents, and fund financials are audited and disclosed, with related conflicts and custody considerations addressed.

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.