Heritage Investment Partners

Integrity

Becoming a trusted advisor takes place over time. Confidence and trust must be earned. We understand this, so we focus on developing long-term relationships. We engage and deliver advice in the same manner we do for ourselves, our family, and our friends. We want you to feel like you are taken care of, as we work together to help you pursue financial and personal goals.

Independence

Heritage is an independent advisory firm. We are free to offer what we consider to be the best solutions for our clients. We are a Registered Investment Advisor - we strive to hold ourselves to a higher standard in every aspect of our business.

Strength

Independence does not mean being small. LPL Financial is Heritage’s broker dealer, providing all the "back office support" (e.g. technology platform, independent research, trading systems, statement generation). LPL Financial has over 40 years of experience helping financial advisors deliver quality investment advice. They serve over 13,000 advisors nationally.

Competence

Heritage’s advisors have collectively over a century of diversified financial management and problem solving experience. Our advisors credentials include many that are specific in the financial services industry. Continuing education is a passion and focus that we maintain. This augments our skill set to help us better understand and address our client’s needs.

Client Experience

We take pride in how we work with our clients. We work with our clients so they can make intelligent and informed decisions on matters crucial to their financial success. We pay close attention to monitoring and communicating with our clients on a routine and regular basis. Advisory services are not an event, but rather an ongoing process.

Please consider Heritage Investment Partners, LLP and Experience the Difference for yourself.