Heritage Financial LLC

Heritage Financial is a registered investment advisor that offers personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, small businesses, and corporations. The firm's approach begins with a discovery process called LifeMap Discovery, which gathers both financial and motivational information to help clients understand their relationship with money and define their long-term goals. Once a financial plan is created, clients can choose to implement it through Heritage Financial's asset management services. For most accounts, Heritage Financial collaborates with independent third-party account administrators and asset managers to construct diversified portfolios using mutual funds and exchange-traded funds, combining core diversified strategies with alternative satellite approaches. For smaller or employer-sponsored accounts, the firm may recommend direct investment in specific mutual funds. Heritage Financial operates as a fiduciary, meaning they are legally required to act in your best interest when providing advice on retirement accounts and other investments. The firm has a team of experienced professionals holding designations such as Certified Financial Planner and Certified Exit Planning Advisor.