What makes Heritage Financial Advisors different from other money managers?
A. Heritage Financial Advisors is an independent advisory firm with over 64 years of combined financial experience. 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. We act as a fiduciary to you, our client. Our investment strategy follows the Prudent Investor Act, which requires advisor’s to act in your best interest at all times.
