A Letter From Our Founder
Twenty years ago, we founded Heritage Wealth Advisors with a simple yet powerful goal: to make wealth management more personal, more intentional, and firmly rooted in the lives and legacies of our clients.
From day one, we’ve believed that true financial partnership is about more than just numbers on a page. It’s about trust, understanding, and aligning our work with what matters most to the families we serve. We’ve had the privilege of growing alongside our clients – celebrating milestones, navigating change, and building meaningful legacies together.
Today, with more than 35 professionals and offices in Virginia and Pennsylvania, we manage nearly $4.5 billion in assets. While much has grown, our values remain unchanged: deep relationships, uncompromising integrity, and a commitment to purposeful planning.
To our clients, partners, and friends, thank you for being part of our story. We’re honored to celebrate this milestone with you and look forward to what’s ahead.
