Your financial advisor must have your confidence and trust. What sets Heritage Financial Advisors apart from other financial advisory firms is its status as an independent advisory firm and its high ethical standards. Heritage's advisors act as a fiduciary for you, our client. Our investment philosophy follows the Prudent Investor Act, which requires advisor's to act in the client's best interests at all times.
As a fee-based investment firm, the Heritage group will never advise its clients to invest in a mutual fund simply because Heritage has a relationship with that fund family. Our advisors have no proprietary products to sell. Instead, our interests are the same as those of our clients. At Heritage Financial Advisors, we focus on establishing a strong one-on-one relationship with you to help you achieve your important financial goals.
As a fee-based investment firm, the Heritage group will never advise its clients to invest in a mutual fund simply because Heritage has a relationship with that fund family. Our advisors have no proprietary products to sell. Instead, our interests are the same as those of our clients. At Heritage Financial Advisors, we focus on establishing a strong one-on-one relationship with you to help you achieve your important financial goals.
Services
Heritage Financial Advisors is an independent advisory firm. The core financial advisory group consists of Sasha Wright and Evonne Johnson. We pride ourselves on adhering to the highest level of ethical standards and believe in building a relationship which is founded upon trust by serving our clients with honest, unbiased, goal oriented financial advice.
There are a number of books which complement our investment strategy and help individual investors understand their financial picture. Take a moment to look at a few of the books we recommend. The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns.
We have formed partnerships with companies we feel closely align with our investment strategy and our high ethical standards. Schwab Institutional is the custodian and record-keeper for all of Heritage Financial Advisors' accounts. Schwab is a member of the Securities Investor Protection Corporation (SIPC).
Whether saving for a house, a car, or other special purchase, the savings calculator will help you determine the right amount to save on a regular basis to help you achieve your goal. Use this calculator to determine the monthly payment for a fixed-rate loan. For car loans, determine if a longer term loan makes sense.
What is a Certified Financial Planner? A. Today more than ever, CERTIFIED FINANCIAL PLANNER professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, "finances" doesn't mean just one thing for most Americans- and "financial planning" means much more than just investing.
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