Our Story



Heritage Financial Advisory Group provides you with a comprehensive suite of investment management and wealth planning solutions, serving affluent families, business owners, executives, and institutions since 1987. Heritage Financial Advisory Group is headquartered in Port Jefferson, New York and was established based on the premise of inspiring our clients to achieve True Wealth.

We concentrate on building deep and genuine relationships with our clients to deliver extraordinary service to them. We understand you have unique goals and objectives and we’re passionate about helping you discover and achieve your desired outcomes. Our goal at Heritage Financial is to be your most trusted financial advisor by sharing our professional knowledge, integrity and personalized wealth management service with you.

Our passion is to serve our clients by helping them achieve their True Wealth and uncovering what is truly important in their lives. We are dedicated to guiding you on your True Wealth journey.

Experience The Difference







Our priority is to inspire you to live your life by design, not by default. Once you are inspired to share what you want out of life, we help you make informed decisions that are logical for you. Our skilled Financial Advisors develop a plan so you can realize your dreams. Making informed decisions can only be accomplished by providing you with education, so you have an overall understanding of what we’re doing for you, why we are doing it and how it applies to you. We connect with our clients by communicating with you as a person, not just treating you as an account. We deliver a level of service that will exceed your expectations. We have a seamless proactive process, which simply means, we anticipate your needs before you even know there is a need. It means being bifocal, which requires paying attention to what is happening today and anticipating changes on the horizon. Additionally, the entire team contributes their value to the process, giving you a systematized approach so you can experience the Heritage Financial way.