Strategic Partners Who Support Independent Financial Advice
Strategic partnerships with leading firms provide us with research, technology and support that enhances our ability to offer you independent financial counsel.
Buckingham Strategic Partners
Buckingham Strategic Partners have over twenty-five years of experience providing tools and solutions to independent financial advisors and their clients. Our partnership brings us investment management solutions, performance and asset allocation reporting, and back-office operational support.
For more information, please visit www.buckinghamstrategicpartners.com
eMoney Advisor
eMoney provides financial planning software and interactive wealth management solutions.
For more information, please visit www.emoneyadvisor.com
Dimensional Fund Advisors
Since 1981, Dimensional Fund Advisors has been a leader in developing asset class portfolios for institutional investors and independent investment advisors.
For more information, please visit us.dimensional.com
TD Ameritrade Institutional
TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and Heritage Financial are separate and unaffiliated firms, and are not responsible for each other's services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC.
For more information, please visit www.tdainstitutional.comWhy Independence Matters
As Certified Financial Planner™ professionals, we honor our fiduciary responsibility to you and are ethically bound to act in your best interest when working in an advisory capacity.
As independent financial counselors, we have no proprietary products to sell nor any corporate agenda to fulfill. This independence allows us to recommend solutions that are truly in your best interest, without the influence of proprietary products or commission structures.
Our carefully selected partnerships enhance our capabilities while maintaining our independence, ensuring that our advice remains objective and aligned with your goals.
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