Heritage Wealth Advisors

    OverviewSuggest Edit

    Our clients expect and deserve a high level of knowledge and sophistication from their advisors. To that end, all of our professionals have attained (or are in the process of attaining) advanced credentials. These credentials are a testament to the education, experience and commitment we bring to our work. At Heritage Wealth Advisors we constantly invest in the skill development and learning experiences of our team members. In return, our clients benefit from the depth of our expertise, experience and creative thought. We are very proud to introduce our team of talented professionals.
    TypePrivate
    Founded2005
    HQRichmond, US
    Websiteheritagewealth.net
    Employee Ratings1

    Recent NewsAll News

    Latest Updates

    Employees (est.) (May 2019)40(+3%)

    Key People/Management at Heritage Wealth Advisors

    Jonathan Fortin

    Jonathan Fortin

    Tax Director
    Kelsey Storsved

    Kelsey Storsved

    Business Development Manager
    Takisha Smith

    Takisha Smith

    Portfolio Operations Manager
    Dennis Song

    Dennis Song

    Advisor
    Alyssa Finchum

    Alyssa Finchum

    Senior Client Service Associate
    Danielle Wyatt

    Danielle Wyatt

    Client Service Associate
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    Heritage Wealth Advisors Office Locations

    Heritage Wealth Advisors has offices in Richmond and Fredericksburg
    Richmond, US (HQ)
    919 E Main St #950
    Fredericksburg, US
    725 Jackson St #202
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    Heritage Wealth Advisors Financials and Metrics

    Summary Metrics

    Founding Date

    2005

    Heritage Wealth Advisors Blogs

    Second Quarter 2019: Market Outlook

    Second Quarter 2019: Market Outlook Click here to view PDF. What a difference one quarter can make...  The first quarter of 2019 was in sharp contrast to the final three months of 2018 when global equities experienced a correction driven by monetary policy, growth, and trade concerns.  U.S. equiti…

    Second Quarter 2019 Market Outlook Call

    Second Quarter 2019 Market Outlook Call. Join us April 11, 2019 at 11:00 am for a conversation on the current investment landscape, client portfolio positioning and market outlook. Dial-In: 877-876-9173 Conference ID: MarketUpdate Click here to view the supporting slides for the call. The info…

    Financial Planning with an HSA

    Financial Planning with an HSA. By Jack Lowe, CFP® Utilizing a Health Savings Account (HSA) is an easy way to supplement your health insurance plan as well as accomplish some planning goals.  The name Health Savings Account is self-explanatory in that it is a savings account that can be used to co…

    Navigating the Complexity of Section 199A

    Navigating the Complexity of Section 199A. Section 199A is arguably the most impactful provision of the 2017 Tax Cuts and Jobs Act. Business owner’s large and small, partnerships, real estate professionals, sole proprietors, investors and others may take advantage of the qualified business income (…

    First Quarter 2019 Market Outlook & Portfolio Insights Conference Call

    First Quarter 2019 Market Outlook & Portfolio Insights Conference Call. Join us January 16, 2019 at 11:00 am for a 20-minute conversation on the current investment landscape, client portfolio positioning and market outlook. Dial-In: 877-876-9176 Conference ID: MarketUpdate Click here to view t…

    First Quarter 2019: Market Outlook & Portfolio Insights

    First Quarter 2019: Market Outlook & Portfolio Insights. “Both optimists and pessimists contribute to society. The optimist invents the aeroplane, the pessimist the parachute.”  George Bernard Shaw The fourth quarter of 2018 represented an abrupt departure from the narrative in place for financ…
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    Heritage Wealth Advisors Frequently Asked Questions

    • When was Heritage Wealth Advisors founded?

      Heritage Wealth Advisors was founded in 2005.

    • Who are Heritage Wealth Advisors key executives?

      Heritage Wealth Advisors's key executives are Jonathan Fortin, Kelsey Storsved and Takisha Smith.

    • How many employees does Heritage Wealth Advisors have?

      Heritage Wealth Advisors has 40 employees.

    • Who are Heritage Wealth Advisors competitors?

      Competitors of Heritage Wealth Advisors include Oppenheimer Holdings, Innovest Systems and Turkiye Is Bankası.

    • Where is Heritage Wealth Advisors headquarters?

      Heritage Wealth Advisors headquarters is located at 919 E Main St #950, Richmond.

    • Where are Heritage Wealth Advisors offices?

      Heritage Wealth Advisors has offices in Richmond and Fredericksburg.

    • How many offices does Heritage Wealth Advisors have?

      Heritage Wealth Advisors has 2 offices.