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Heritage Wealth Advisors

Headquartered in RICHMOND, VA

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Firm Information

Heritage Wealth Advisors is an investment advisory firm based in Richmond, VA, managing over $4 billion in assets. They specialize in financial planning, pension consulting, and portfolio management for individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. They also offer selection of other advisors and tax preparation services.

Heritage Wealth Advisors

919 EAST MAIN STREET

RICHMOND, VA 23219

$4.00B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation

Tax preparation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

HERITAGE WEALTH ADVISORS has a total of 3 branch locations across the country.
location

RICHMOND, VA

location

CHARLOTTESVILLE, VA

location

SEWICKLEY, PA

Advisors at Heritage Wealth Advisors

View All 16 Advisors
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Steven Jakobovic

RA

RICHMOND, VA

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Meagan Elizabeth Roberts

RA

SEWICKLEY, PA

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Aaron Marten Zitalone

RA

SEWICKLEY, PA

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Kristen Barnes Puryear

CFP®, RA

RICHMOND, VA

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Matthew Joseph Osten

RA

RICHMOND, VA

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Steven Coles Henderson

CFA®, RA

RICHMOND, VA

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Unclaimed
John Gwyn Jordan

CFA®, RA

RICHMOND, VA

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Unclaimed
Daniel Albert Rowe

RA

RICHMOND, VA

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Disclosures

There are no public disclosures for Heritage Wealth Advisors.

Frequently Asked Questions (8)

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