HERITAGE FINANCIAL NETWORK, INC.

Overview

Heritage Financial Network, Inc. positions itself as an independent registered advisor serving individual and family clients with a blend of financial planning and discretionary portfolio management. The firm acts as a capital allocator and retains the authority to select third‑party managers, which suggests a hybrid model of direct portfolio management plus manager‑of‑managers relationships. Its stated advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Heritage is not an active ESG investor and is not structured as a multisate adviser. Investment preferences skew toward equities, with a pronounced allocation to non‑exchange traded equity holdings. The firm deploys both Separately Managed Account structures and third‑party funds, and it leans on outside relationships — including other investment advisers, accountants, law firms and real estate brokers — to source or service investments for clients. Fee arrangements are a mix of percentage of assets under management and hourly charges, reflecting both ongoing advisory relationships and project‑based planning work.

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