A complete list of active advisors currently associated with Heritage Wealth Management Group, Ltd

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Heritage Wealth Management Group provides discretionary investment management, financial planning, and pension consulting to individuals, high‑net‑worth clients, charitable organizations, corporations, and employee benefit plans. The firm offers both ongoing portfolio management and standalone planning engagements, implementing recommendations primarily through no‑load mutual funds and exchange‑traded funds. The firm’s investment approach emphasizes passive, risk‑based diversification across asset classes, ongoing monitoring with periodic annual reviews, and the use of discretionary trading authority to implement client objectives. It also delivers a broad set of planning services — including retirement distribution strategies, employee benefits optimization, business planning, tax and estate planning — and serves as a fiduciary for retirement plans under ERISA when engaged for pension consulting. Distinctive features include operating with no stated account minimum despite a client mix that includes many high‑net‑worth households, offering both asset‑based and standalone flat planning arrangements that can convert into advisory relationships, and providing pension/plan consulting alongside individual wealth management. The firm recommends a contemporary custodial platform (Altruist) for client accounts, does not participate in wrap programs, and will not accept authority to vote client securities.

To learn more about the advisors currently working at Heritage Wealth Management Group, Ltd, 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.