About
Here’s our story. We look forward to hearing yours. 
About Our Firm
Founded in 2001, Heritage Financial Advisory is a full-service wealth advisory firm that provides a wide range of support to help our clients achieve financial independence. Our primary focus is on ensuring our clients’ financial security by establishing a steady stream of income first, with capital growth as a secondary objective.
Guidance to meet your needs
We are an independent financial advisory firm with an obligation to put our clients’ best interests first in all we do. We know there is an overwhelming amount of financial information available to you. Our goal is to cut through the noise and deliver targeted solutions specifically designed to help you achieve your long-term goals. We do this by incorporating industry best practices, cutting-edge technology and proprietary resources. We also leverage the knowledge of professionals such as CPAs and estate planning attorneys to help ensure every aspect of your financial life is well cared for.
A custom road map to help you achieve your goals
Planning for your financial future is an incredibly personal endeavor. That is why we take the time to get to know you, your family, your hopes and dreams for the future, your current financial situation and any challenges you may face in your journey toward financial independence. Once we understand where you’re coming from, we can help you determine a path toward your personal financial destination. Your comprehensive financial plan serves as the road map to guide you toward your goals.
An educational approach
We take an educational approach to working with clients because we want you to understand our recommendations and how they can help you achieve your goals. The benefits of working with us include:
- Personalized attention and proactive service to meet your needs.
- Trusted advice to address your specific needs, goals and challenges.
- An honest and thorough appraisal of your financial situation with no asset minimums.
- Guidance from a team of qualified and experienced financial professionals who are legally obligated to put your best interests first.
- Full disclosure of any potential conflicts of interests and transparency regarding all potential costs and fees.
- The respect and exceptional level of service you, your family and your nest egg deserve.
A focus on giving
As a firm, we believe in the importance of giving back to the communities in which we live and work. We support a variety of charitable organizations and encourage our clients to do the same. A few of our favorite causes include Make a Wish, St. Jude Children’s Research Hospital, K9s for Warriors and Feeding the Hungry. Ready to get started? Contact us today.
