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

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

Heritage Wealth Management provides financial planning and investment advisory services to individuals, high-net-worth individuals and trusts. The firm manages approximately $357 million in discretionary assets and offers both a sponsor-operated wrap fee program and managed non-wrap accounts, including separately managed-account sleeves. The firm’s planning process begins with a complimentary initial consultation and typically results in a written financial plan tailored to the client’s stated goals and circumstances; for investment management it generally implements portfolios using open‑ended mutual funds and ETFs and a portion of assets in separately managed-account sleeves aimed at tax efficiency. Heritage also uses sub-advisory relationships to deliver diversified, tailored solutions and performs account reviews at least quarterly. Compared with peers, the firm’s sponsorship of a wrap-fee program and its operation of SMA strategies that may employ derivatives are less common among similar team firms; the firm also uses client testimonials in its advertising, another uncommon practice. Other operational distinctions in the brochure include a stated preferred account minimum (subject to waiver), a practice of rebating planning fees when clients commit assets to the firm, and reliance on an institutional custody platform for brokerage, reporting and administrative support.

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