Heritage Wealth Advisors

**Heritage Wealth Advisors, LLC Summary:** Established in 2005, Heritage Wealth Advisors, LLC is an SEC registered investment adviser offering services to high net worth individuals, families, trusts, businesses, non-profits, and retirement plans. The firm provides independent investment strategies tailored to client needs, offering discretionary or non-discretionary services with annual fees based on assets under management. Clients may also access financial and tax planning services on a separate fee basis. Heritage may recommend private investment funds, but clients are not obligated to invest. The firm's investment strategies include mutual funds, ETFs, fixed income securities, and individual equities, with a focus on long-term growth. Heritage does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. The firm uses Charles Schwab and Fidelity as custodians and does not vote proxies for clients. Heritage maintains financial stability and does not solicit advance fees exceeding $1,200 per client. For further details, clients can contact Chief Compliance Officer Tina Leiter. For more information, visit www.heritagewealth.net or contact 804-643-4080.