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, estate‑planning facilitation via a third‑party platform (Wealth, Inc.), and investment advisory services that include portfolio management for individuals and businesses as well as a sponsored wrap fee program. Its client base includes individuals, high‑net‑worth clients and trusts, and the firm typically prefers an aggregate family minimum of $1,000,000 to begin advisory relationships. Portfolios are generally constructed using open‑ended mutual funds and ETFs and are diversified across sectors, time horizons and income production, with a separately managed account sleeve used for tax efficiency in taxable accounts. The firm may implement portions of client strategies through a sub‑advisor relationship with Dimensional Fund Advisors and conducts account reviews at least quarterly. Noteworthy features in the brochure include that the firm sponsors a wrap fee program, discloses the use of derivatives within its separately managed accounts, and uses client testimonials in its advertising materials. The firm also pays for client access to Wealth, Inc. for estate‑planning document facilitation and documents its advice in written financial plans.

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.