More than wealth management.
Heritage Wealth Advisors, with offices in Richmond, VA, and Pittsburgh, PA, is an independent, privately-held multi-family office serving families, foundations, and non-profits.
Founded in 2005, the highly experienced Heritage team has the ability to think beyond and elevate the impact of your assets in truly transformational ways. Guided by your unique goals and passions, we bring strategies to the table that others not only can’t offer, but probably would never think of. By championing unconventional thinking, collaborative planning, and close personal relationships, we are masters of our craft.
When Values Align, Success Follows.
Our difference is evident from the start. Rather than assuming we have all the answers, we ask the right questions – and then listen, listen, listen – to fully understand our clients and the dynamics of the entire family. What we learn informs all our recommendations, so that every client’s customized solution is unique, generational, and flexible as factors change.
We believe in honesty and transparency, and our most successful client relationships are based on shared values that extend beyond financial results. We will not be the right fit for every person of wealth, or for every person working in the industry. But when those values align, when the purpose of one’s wealth is clear, and when trust and real connections exist, that’s when the most rewarding long-term relationships happen.
Brings peace of mind by ensuring honesty, responsibility and good faith.
Breeds confidence that we are concerned about what matters to our clients and team members.
Leads us to start every conversation with a question.
Leads to an unparalleled commitment to helping our clients fulfill their purpose.
This approach to wealth advisory has won over clients across the country. We have two full-service offices in Richmond, VA and Pittsburgh, PA. We would welcome a call or visit to begin the conversation.
Meet Your Team
Your purpose is our passion. Meet the team of financial experts who can help you grow, protect and share your wealth.