We want to thank you for being part of our story, and invite you to join us for an evening of connection and gratitude.
Enjoy cocktails, heavy hors d’oeuvres, and warm conversation among those who have shaped our story and continue to define what’s next in thoughtful wealth stewardship. Complimentary valet will be available. Cocktail attire is encouraged but not required.
When
Thursday, September 18, 2025
6-9 PM
Where
4301 Sulgrave Road
Richmond, VA 23221
For your convenience, a block of rooms has been reserved at The Jefferson Hotel for the evening of the event. To secure the preferred rate, please call 800-424-8014 and reference “Heritage Wealth Advisors 20th Anniversary.” Availability is limited, and we encourage early reservations.
RSVP Today!
Thank you for RSVPing. We will send additional information leading up to the event.
For inquiries or help, please contact communications@heritagewealth.net
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.