About Heritage Financial Counselors
Our mission is to provide you with empathetic, knowledgeable, experienced and trustworthy financial counsel. "Counsel" is a term that carries significant meaning for us. To provide counsel is first and foremost to listen. Your life story is our starting point to understanding what is important to you.
Who are the people you care about most? What are the experiences you would like to share with them? How do you hope to live a full and fulfilling life? Our financial counselors are engaged listeners and share the belief that life's purpose is to be found by serving others: family members, friends, faith communities and clients.
Financial Counselors
for Life
Financial counseling is a lifelong work-in-progress. The independent advice you receive during financial counseling sessions can help you plan for a career change, make the transition to retirement, or manage unexpected outcomes such as a disability or the death of a loved one.
Learn more about our financial counseling philosophyExperienced Team of
CFP® Professionals
Charlie Weidman, Nancy Mulvey and our professional partners make up our team of CERTIFIED FINANCIAL PLANNER™ professionals. This group represents a well of knowledge from which we draw insights, commentary and diverse points of view for a robust financial counseling experience.
Meet our experienced team of CFP® professionalsIndependent Advice through
Strategic Partners
Strategic partnerships with Dimensional Fund Advisors, TD Ameritrade, eMoney Advisor and Buckingham Strategic Partners provide us with research, technology and support that enhances our ability to offer you independent financial counsel.
Learn more about our strategic partnersOur Commitment
When you choose Heritage Financial Counselors for your financial planning needs, you benefit from working directly with a team of CERTIFIED FINANCIAL PLANNER™ professionals. We prefer multi-advisor brainstorming and collaboration in order to understand, analyze, educate and communicate. This creates shared responsibility within our practice and provides you with a broader working relationship.
Like What You Are Reading?
We would love to have a conversation.
Our financial counseling approach provides you with clarity regarding financial matters, so you can focus more purposefully on life matters.
Let's Schedule a Time to Talk
We're here to help you navigate life's financial challenges and opportunities. Reach out today to start building your comprehensive financial plan.
