About Us

A Fiduciary Firm Building Things That Last

We are a multi-family office with a multi-generational mindset. Joining hands with our clients to build lasting legacies is our mission and our passion.

We focus on the future, but never lose sight of where we came from, striving to reinforce our shared values for generations to come.

Nearly

4.5 Billion

in Assests Under
Management (AUM)

Serving You From

3 Locations

in Virginia & Pennsylvania

Celebrating

20 years

Partnering with You

Our Strategies

Where We Came From

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.

Where We Are Going

We have taken up the mantle of stewardship for the next generations to grow, preserve, and share their wealth. Our mission is to support ongoing financial guidance for the next generations of Heritage clients and their families, empowering them to continue to build on their families’ legacies.

See Our Process In Action

In this case study, we demonstrate what multigenerational family planning looks like and highlight how Heritage helped a family achieve a financial plan catered to the needs of multiple generations.

As our client’s portfolio and family expanded, so did our responsibility and relationship with the client’s extended family, empowering them to achieve financial success and wealth conservation through four generations.

View the Case Study