HERITAGE FINANCIAL ADVISORY, LLC

Overview

Heritage Financial Advisory, LLC is a small, privately owned advisory firm that serves individual and family clients and small businesses. The firm charges fees based on a percentage of assets under management and also operates as an insurance broker. Heritage acts as a capital allocator and provides portfolio management for individuals and small businesses; it also selects and oversees other advisers or external managers on clients’ behalf. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices