Heritage Financial Strategies

Investing is really simple – but the industry and all its jargon makes it complicated. We get that – and it’s why our team at Heritage Financial Strategies takes such a thoughtful approach to distilling financial concepts into language that everyone understands. Our goal is to empower you in your own financial future and guide you with the investments that are right for your individual needs. With us, clients come first. Always. If we can’t provide value, we won’t take on your account. It’s that straightforward. Since 2015, we’ve fostered strong relationships by taking the time to learn what matters most to you. Licensed in 18 states, we’re delighted to be known as an inclusive provider recognized for our expertise with the newly married, suddenly single, women entrepreneurs or those transitioning to a new career or entrepreneurial venture. OUR CORE SERVICES ♦ Financial Planning. Our financial advisors help you find clarity and develop confidence around your finances. No more second-guessing your money decisions. ♦ Asset Management. We are particularly skilled at working with small-business owners or clients starting a business, buying a home, or saving for retirement, a college education, a wedding, or other special occasions. ♦ Divorce Planning. From credit reports to budgets to big-picture decisions, we educate and guide you through financial and investment strategies that help shape your future. ♦ Freedom Planning. Through our off-shoot, Mindful Money LLC, expert money coaches educate and guide you through the life-changing financial decisions that give you power over your money. No matter what life brings, understanding your relationship with money gives you a sense of control over your finances and the freedom to enjoy your lifetime of hard work with the people you love. We can coach you to a successful financial future.