Are you confused by most financial advice? If so, you're not alone.
At Heritage, we believe we can affect positive change in peoples' lives, by helping them use their money as a tool to create a life they love. Our focus is helping people align their money with their goals. Our clients are entrepreneur's, families, executives, and doctors with minimally $250,000 to invest, who come to us seeking unbiased advice and custom financial strategies. Everyone is different, and we understand that. We will take the time to help you define your optimal lifestyle, then develop the roadmap to get there. Thanks for visiting and we hope to hear from you soon!
We begin with an extensive discussion of your future needs, wants, and goals. We will conduct a comprehensive review of your current financial situation, as well as evaluate your current investments.
Once we have a thorough understanding of your needs and objectives, we will create a comprehensive financial plan for you and your family.
We create a cost effective portfolio that is best suited to your goals.
We will monitor and track your portfolio, regularly reviewing your progress to ensure you are on the path to meet your objectives
what sets us apart
Heritage Financial Advisory Group has been named an MD Preferred Affiliated Financial Services Professional. Each year, US Medical Specialties, Inc., an international medical consulting firm, recognizes excellence in service to the medical community in a number of disciplines. The goals of the MD Preferred Program include identifying, acknowledging, and promoting professionals who provide service excellence to the medical community.
The AIF designation signifies specialized training in fiduciary responsibility and prudent investment management. Fiduciary Advisors are legally obliged to act in your best interest, eliminating conflicts of interest. Clients benefit from using a Fiduciary because the Advisor will be held to a standard of excellence to which others may not adhere.
Learn more about the firm committed to providing you with high-class, proactive and transparent service, exceeding your expectations.