About Us

A Fiduciary Firm Building Things That Last.

We are a multi-family office built for complexity.

We integrate investments, tax, estate, private markets, and philanthropy into a single, coordinated strategy — aligning today’s decisions with tomorrow’s legacy.

For families and institutions with intricate portfolios, concentrated business interests, and evolving generational transitions, our role is simple: to bring clarity to complexity and steward wealth with precision and care.

Nearly

5 Billion

in Assets Under Management (AUM)

Serving You From

3 Locations

in Virginia & Pennsylvania

Celebrating

20 years

Partnering with You

Our Strategies

Where We Came From

Heritage Wealth Advisors was founded in 2005 by Dee Ann Remo with a simple conviction: families with significant wealth deserve more than investment management. They deserve thoughtful stewardship, disciplined advice, and relationships built to last. From the beginning, the firm was designed to deliver depth, continuity, and care at a higher standard.

Where We Are Going

Today, we carry that responsibility forward as a multi-family office serving multiple generations of families and institutions. Our work is centered on preserving and growing wealth with intention, guiding complex decisions with clarity, and helping each generation steward what has been built before them. The goal is not just growth, but continuity and lasting impact.

See Our Family Office Process In Action

In this case study, we demonstrate what multigenerational family planning looks like and highlight how Heritage helped a family achieve a financial plan catered to the needs of multiple generations.

As our client’s portfolio and family expanded, so did our responsibility and relationship with the client’s extended family, empowering them to achieve financial success and wealth conservation through four generations.

View the Case Study