Heritage Wealth Advisors, an independent, full-service multi-family office headquartered in Richmond, proudly announces its 20th anniversary. Under the theme “Honoring Legacies and Embracing New Horizons,” the firm celebrates two decades of helping families steward their wealth with wisdom, intention, and heart.
Founded in 2005 with a clear vision to make wealth management more personal, intentional, and legacy-focused, Heritage has grown into a multi-office firm serving clients nationwide with offices in Virginia and Pennsylvania.
Today, the firm manages nearly $4.5 billion in assets under advisement and employs more than 35 professionals committed to delivering comprehensive financial guidance with integrity and care, including investment management, tax planning, estate strategies, philanthropic planning, and family education.
“From the beginning, we set out to build something different,” said Dee Ann Remo, Founder and CEO of Heritage Wealth Advisors. “We believed wealth management should be centered on relationships – not transactions – and on helping families find purpose in their wealth. That belief has guided every step of our journey.”
Over the past 20 years, Heritage has walked alongside clients through every life stage—from launching businesses and planning for retirement to establishing charitable foundations and transitioning family legacies. The firm’s steady growth has been fueled by its commitment to personal service, technical excellence, and a deep understanding of each client’s values and goals.
“As we look to the future, we remain focused on what matters most; helping our clients steward their wealth wisely, plan with purpose, and leave a lasting legacy,” said Sarah Simmer, Managing Director of Client Experience. “We are proud of how far we have come and are excited for the next chapter.”
To mark this significant milestone, Heritage will host a signature 20th anniversary celebration this September in Richmond, Virginia, bringing together clients, team members, and partners to reflect on two decades of shared success and future vision.
