Meet Our Experienced Team of
CFP® Professionals
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.
Our Collaborative Approach
This group represents a well of knowledge from which we draw insights, commentary and diverse points of view for a robust financial counseling experience. Our team is committed to maintaining the highest standards of professional excellence through continuing education, adherence to fiduciary standards, and a client-first approach to financial planning and investment management.
Heritage Financial Counselors serves approximately 100 families, providing comprehensive, holistic financial planning and wealth management services on a multi-generational level. This creates shared responsibility within our practice and provides you with a broader working relationship.
