HERITAGE FINANCIAL COUNSELORS, LLC

Overview

Heritage Financial Counselors, LLC is an independent Registered Investment Adviser formed in 2017 that focuses on serving individual and family clients. The firm operates as a capital allocator, hiring and monitoring third‑party managers and selecting pooled vehicles as the primary way to implement client strategies. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and selecting other advisers when more specialized management is needed. Firm fees are a mix of percentage‑of‑AUM and fixed fees. The SEC filing indicates Heritage Financial Counselors is an active ESG investor, so environmental, social and governance considerations are incorporated into manager and fund selection. The filing also shows the adviser primarily reports non‑discretionary assets, meaning client accounts are generally managed with client involvement or direction rather than under broad discretionary trading authority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices