Heritage Wealth Advisors

Heritage Wealth Advisors is a different kind of wealth manager. We give busy, successful people a proven process to get more of their time back. Hear from CEO Erin Scannell on how we help clients invest in the most important parts of their lives.

Nowadays, you can get financial advice anywhere—but how do you decide which path will bring you closer to your goals with more confidence? In this video, we’ll walk you through three major questions to ask when seeking a wealth management team.

We’re ranked one of the Top Wealth Management Teams in the country because we provide a different experience. Hear how we live out our brand promise through goal-grounded planning, trusted recommendations, an elevated digital experience, and more.

One of the most important things to consider when hiring a wealth management firm is the culture of the team serving you. Get to know the Heritage Wealth Advisors team: What matters to us, how we work together, and how we serve our clients.

“When in life were you happiest? Which relationships matter most?” These are questions we ask clients so we can support them and their purpose. Building these considerations into your financial plan is how we keep your true goals front and center.

Our approach to the financial planning process goes beyond the numbers—it can actually lead to higher levels of happiness. Learn about our financial planning mindset and the tangible value you’ll notice when you have trusted, personalized guidance.

When it comes to tax planning, take a page from the wealthiest families in America. Check out our unique approach to proactive tax planning—one that could substantially reduce your tax rates moving forward.

We help families go beyond basic investment strategies to diversify drastically more, offering access to what endowments and institutional investors invest in. Learn how we can reduce your exposure to market drops and improve your long-term outcomes.

Our transparent investment management process means we’re always offering the best solutions for you. We don’t push certain products—instead, we give families access to money management like what institutional investors enjoy, but at a retail level.

Our mission is to help you make an impact on your goals, your family, and what’s most important to you through our personalized investment management process. Learn why we believe our value proposition can have a powerful impact on your future.

Your money can make a real impact with ESG investing. While growing your portfolio, you can also help to create a brighter future through important social initiatives. ESG investing is changing the way investors think about their financial goals.