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    About Our Firm

    Heritage Financial Advisory’s mission is to provide clients with a comprehensive financial planning process that involves generating income and growing assets. Founded in 2001, we are a local small business that works directly with you and your family — we are not beholden to a parent brokerage firm, corporation or third party.

    While some financial firms may look to maximize returns irrespective of risk, our planning philosophy is focused on income first and responsible growth of assets second. We know that preservation of capital with a reasonable rate of return is very important for most of our clients. We strongly believe in an education-based approach to help ensure you understand why we make specific recommendations.

    When you visit with us, you’ll get:

    As an independent financial advisory firm with a fiduciary duty, we provide objective financial advice customized for you. We understand there is an enormous amount of financial information out there. Our goal is to specifically target the solutions relevant to you and your family. We do this by using industry best practices, cutting-edge tools and proprietary resources. Our team approach also leverages the expertise of professionals such as CPAs and estate-planning attorneys as needed.

    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at Greg@HeritageFinancialAdvisory.com or call us at 866.591.3627 today!

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    Retirement Kit!

    Request our Retirement Kit, which addresses several topics you should consider when planning your retirement. 

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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Heritage Financial Advisory are not affiliated companies.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.