WEALTH MANAGEMENT EXCELLENCE
Build Lasting Wealth
With Confidence
Sophisticated financial planning and investment strategies for high-net-worth individuals and families seeking to preserve and grow their wealth.
Rated 5 out of 5
Fiduciary advisors managing over $2.8 billion in client assets
Assets Under Management
$
0
.8B+
Years Combined Experience
0
+
Client Retention Rate
0
%
Families Served
0
+
COMPREHENSIVE WEALTH SERVICES
Holistic Financial Planning for Your Future
Our integrated approach addresses every aspect of your financial life with precision and care.
Retirement Planning
Strategic retirement income planning to ensure your lifestyle continues without compromise. We optimize Social Security timing, pension strategies, and sustainable withdrawal rates tailored to your specific goals.
Investment Management
Institutional-quality portfolio construction using evidence-based strategies. Our approach balances growth potential with downside protection through sophisticated asset allocation and tax-efficient implementation.
Tax Optimization
Proactive tax planning strategies that minimize your lifetime tax burden. From Roth conversions to charitable giving and estate planning, we coordinate with your CPA to maximize after-tax returns.
Estate Planning
Comprehensive wealth transfer strategies to protect your legacy. We work alongside your estate attorney to structure trusts, coordinate beneficiaries, and ensure your wishes are carried out efficiently.
THE FIDUCIARY DIFFERENCE
Why High-Net-Worth Clients Choose Us
We’re legally bound to act in your best interest—always. Our fee-only structure eliminates conflicts of interest, and our personalized service means you work directly with experienced advisors, not junior staff.
- Fiduciary standard—your interests always come first
- Fee-only compensation with complete transparency
- Direct access to CFP® professionals
- Customized strategies, never cookie-cutter solutions
- Proactive communication and quarterly reviews
- Institutional-quality investment research
- Coordination with your tax and legal advisors
- Comprehensive financial planning at no extra cost
OUR PROCESS
Your Path to Financial Confidence
1
Discovery & Assessment
We begin with an in-depth conversation about your goals, concerns, and current financial situation. This complimentary consultation helps us understand your unique needs and determine if we’re the right fit.
2
Comprehensive Analysis
Our team conducts a thorough analysis of your assets, liabilities, income, expenses, and tax situation. We identify opportunities, risks, and gaps in your current strategy.
3
Strategic Planning
We develop a customized financial plan addressing retirement, investments, taxes, estate planning, and risk management. Every recommendation is tailored to your specific circumstances and goals.
4
Implementation & Monitoring
Once you approve the plan, we implement strategies and continuously monitor your progress. We proactively adjust as markets change, tax laws evolve, and your life circumstances shift.
PROVEN RESULTS
Delivering Measurable Financial Outcomes
Our evidence-based approach and disciplined implementation have helped hundreds of families achieve their most important financial goals.
Average Annual Return (10-Year)
0
.2%
Average Tax Savings (Lifetime)
$
0
K
Improvement in Retirement Readiness
0
%
Clients with Written Financial Plans
0
%
CLIENT SUCCESS STORIES
Trusted by Families Like Yours
Read how we’ve helped clients navigate complex financial decisions and achieve peace of mind.
“
After selling my business, I needed sophisticated tax planning and investment management. Their team coordinated perfectly with my CPA and attorney to structure everything optimally. Five years later, my portfolio has grown substantially while my tax burden has decreased significantly.
Rated 5 out of 5
Robert Chen
Former Tech CEO, San Francisco
Rated 5 out of 5
We were anxious about retirement until we started working with them. They created a comprehensive pl...
Margaret & David Patterson
Retired Executives, Boston
Rated 5 out of 5
As a physician, I had significant income but no time for financial planning. Their proactive approac...
Dr. Priya Sharma
Orthopedic Surgeon, Chicago
MEET YOUR ADVISORS
Experienced Professionals Committed to Your Success
Our team combines decades of expertise in financial planning, investment management, and wealth advisory.
Michael Harrison, CFP®
Managing Partner & Lead Advisor
With over 20 years of experience serving high-net-worth clients, Michael specializes in complex retirement planning and multi-generational wealth transfer strategies. He holds the CERTIFIED FINANCIAL PLANNER™ designation and serves on the board of the local CFP® chapter.
Sarah Mitchell, CFA
Director of Investment Strategy
Sarah brings institutional investment expertise to individual portfolios. As a Chartered Financial Analyst, she oversees portfolio construction, asset allocation, and manager selection. Previously, she managed pension assets for a Fortune 500 company.
FREQUENTLY ASKED QUESTIONS
What You Should Know
We believe in complete transparency. Here are answers to the questions we hear most often from prospective clients.
We operate on a transparent, fee-only basis. Our advisory fee is a percentage of assets under management, typically ranging from 0.75% to 1.00% depending on portfolio size. This includes comprehensive financial planning, investment management, and ongoing support. We never receive commissions or third-party compensation.
We typically work with clients who have at least $1 million in investable assets. This allows us to provide the depth of service and sophisticated strategies that high-net-worth individuals require. However, we evaluate each situation individually—please contact us to discuss your specific needs.
Most clients meet with us quarterly for comprehensive reviews, though we’re available anytime you need us. Between meetings, we proactively reach out when market conditions warrant discussion or when planning opportunities arise. You’ll also receive detailed quarterly performance reports and have 24/7 access to your online portal.
Absolutely. We consider collaboration with your other advisors essential for optimal outcomes. We regularly coordinate with CPAs on tax planning strategies and with estate attorneys on trust structures and wealth transfer plans. This team approach ensures nothing falls through the cracks.
Three key differences: First, we’re true fiduciaries legally bound to act in your best interest. Second, our fee-only structure eliminates conflicts of interest—we succeed only when you succeed. Third, you work directly with experienced CFP® professionals, not junior advisors or call centers.
We employ a disciplined risk management approach including diversification across asset classes, regular rebalancing, and tactical adjustments based on market conditions. More importantly, we help you maintain perspective during volatility and avoid emotional decisions that can derail long-term plans.
Take the First Step Toward Financial Confidence
Schedule a complimentary consultation to explore how our comprehensive wealth management approach can help you achieve your goals.
No obligation — Completely confidential
Heritage Wealth Advisors
Fiduciary financial planning and investment management for high-net-worth individuals and families.
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Investment Management
Tax Optimization
Estate Planning
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© 2026 Heritage Wealth Advisors. All rights reserved. Investment advisory services offered through Heritage Wealth Advisors, a registered investment adviser.
Investment advisory services offered through Heritage Wealth Advisors, LLC, a registered investment adviser. Past performance is not indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. The information provided is for educational purposes only and should not be considered investment advice. Please consult with a qualified financial advisor before making investment decisions.
Trusted by discerning clients across industries