A complete list of active advisors currently associated with Heritage Wealth

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

Heritage Wealth is an independent, single‑advisor registered investment adviser that serves individual and high‑net‑worth clients across roughly 70 relationships and manages tens of millions in client assets. The firm provides ongoing financial planning, discretionary portfolio management, and project‑based financial consulting engagements. The firm builds customized portfolios using model portfolios as a starting point and applies strategic and tactical asset allocation together with modern portfolio theory; portfolios are rebalanced as needed and clients may impose investment restrictions. Heritage Wealth offers both discretionary and non‑discretionary management and integrates planning topics — cash flow, employer benefits, insurance, tax, and estate reviews — into its ongoing client work. A distinguishing feature disclosed in the brochure is that the firm’s principal is a licensed insurance agent and receives commissions from insurance sales, a potential conflict the firm says it mitigates through disclosure and internal policies. The firm also uses subscription‑style financial planning and has shifted its consulting engagements to a fixed‑fee format, while conducting monthly portfolio monitoring and semiannual client reviews.

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