We Believe...

At Heritage, we believe we can affect positive change in peoples' lives, by helping them use their money as a tool to build a life they love. Our focus is helping people align their money with their goals. Our clients are families, executives, business owners, and doctors 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!

1500 ROUTE 112 | BUILDING 9
PORT JEFFERSON STA. NY 11776
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how we invest

Analyze
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.
Plan
Once we have a thorough understanding of your needs and objectives, we will create a comprehensive financial plan for you and your family.
Build
We create a cost effective portfolio that is best suited to your goals.
Monitor
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

MD Preferred
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.
AIF Accredited
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.
experience
Learn more about the firm committed to providing you with high-class, proactive and transparent service, exceeding your expectations.
leadership
Your Heritage Financial Advisory Group team is a recognized leader for clients, inspiring them to live a life by design, not by default. Click here to start your journey to True Wealth.
EDUCATION
Relevant, timely communication to continually educate and inform. Check out our latest insights including our blog, videos, and Weekly Market Commentary.
consultation
Schedule a complimentary consultation with a wealth consultant.