Contact & FAQs

Ready to schedule a free strategy session?

Here's how it works:

Answer a few simple questions
Within 24 hours

we'll send you a link to set up a 30 minute call or Zoom to discuss your specific situation.

Pick a date and time

that works for you and we will see you then!

What you'll get:

Your personalized Retirement Action™ plan
30 Minutes

to discuss your situation and ask any questions

DIY Guides

Maximizing Social Security Mastering Medicare


How long have you been in business?

Each of us have 12+ years of experience in financial planning, investment management, and tax. Before starting Heritage Wealth, we each spent time at some of the largest investment firms in the country.

Isn’t it expensive to work with a financial advisor?

According to Vanguard, working with a good financial advisor could help your money grow up to 3% more each year. Here's the study. 

What are your fees?

Our fees range from .5% - 1.25%/yr of assets managed by Heritage Wealth. Fees can vary based on the scope and complexity of each clients needs.

Where will our accounts be held?

Our firm uses Altruist and/or Charles Schwab to hold client investment accounts. You’ll be able to view your accounts on your desktop or mobile device. 

How often will we meet?

2-3 times per year to review your investments, taxes, and overall retirement plan. We’re always available by phone or email when you need something between meetings.

Can you do our taxes too?

Yes. We have two tax professionals on our team (Enrolled Agents). If you already have a tax professional you enjoy working with, you can stick with them. We’ll work closely with them to make sure everyone is on the same page.

Are you a fiduciary?

Yes. Our team is comprised of credentialed advisors who are all fiduciaries. We have some of the highest credentials in the fields of financial planning, investment management, and tax - CFP®, CFA, Enrolled Agent, CPA.

Get Started

By contacting us today, you’re making an important move towards achieving your financial goals and protecting your hard-earned wealth. Your journey with Heritage Wealth starts now!