Financial Strategies that
Elevate Your Legacy.
We Know How to
Build Things That Last.
We are a multi-family office with a multi-generational mindset. Our mission is to empower families, individuals and institutions to elevate their financial strategies by creating a plan that we personalize in perpetuity.
Personalize Your Plan Across Our Six Pillars.
Family Office
We approach your portfolio with a multi-generational mindset, rising to the challenge of financial complexity to ensure your family is taken care of.
Financial Planning
We are more than just financial planners, we get our hands dirty to provide white glove service, guiding you with a gentle hand toward your greater aspirations.
Investment Management
Investment landscapes are intricate. We help you see the big picture by mapping out a long-term view with portfolio diversification and maintenance.
Tax Planning
Taxes are often your single largest expense, and those implications impact your entire portfolio. We help you navigate and mitigate the impact of taxation.
Philanthropy
Your commitment to elevating your community is admirable, we help to maximize the impact of your generosity to support your vision for the future.
Institutions
You want to do more than just give back, you want to make a lasting impact. We support institutions, foundations, and endowments in strategic investing.
A Fiduciary Focused & Forward Thinking Firm.
Our founder, Dee Ann, started Heritage Wealth Advisors in 2005, seeking to deliver unrivaled care and attention to her clients, not only in their financial stewardship, but also in the depth of relationships with her clients.
As we look to our future as a firm, our focus is to empower the next generation through continued education and stewardship for not only ourselves, but also for our clients and communities.
4.5 Billion
3 Locations
20 years
Values that Drive Purpose.
Integrity
Brings peace of mind by ensuring honesty, responsibility and good faith.
Collaboration
Breeds confidence that we are concerned about what matters to our clients and team members.
Intellectual curiosity
Leads us to start every conversation with a question.
Passion
Leads to an unparalleled commitment to helping our clients fulfill their purpose.
Insights That Inspire.
Our founder, Dee Ann, started Heritage Wealth Advisors in 2005, seeking to deliver unrivaled care and attention to her clients, not only in their financial stewardship, but also in the depth of relationships with her clients.
See Our Process In Action
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Family Investment Vehicle Formation
In this case study, we demonstrate how we help younger generations navigate complexity introduced by entities such as LLCs and trusts. Read More
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Establishing Institutional Memory.
In this case study we navigate institutional challenges such as turnover and lost historical insights with a regional board. Read More
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Cultivating a Lasting Family Legacy
In this case study, we demonstrate what multigenerational family planning looks like and highlight how Heritage helped a family. Read More
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From Accounting to Advisory: Building Trust and Leading Change in Wealth Management
In this episode of the What Matters Podcast, Mike and Ashley were joined by Dee Ann to discuss […] Read More
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Inside the Markets: Episode 10
In this engaging episode, host Cary Baronian warmly welcomes Colin Frankenfield to the Heritage family. Colin enriches our […] Read More
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Achieve multiple estate planning goals with one trust: A CRT
For many people, two common estate planning goals are contributing to a favorite charity and leaving significant assets […] Read More
