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

    Recent NewsAll News

    Latest Updates

    Employees (est.) (May 2020)36(-2%)

    Key People/Management at Heritage Wealth Advisors

    Jonathan Fortin

    Jonathan Fortin

    Tax Director
    Takisha Smith

    Takisha Smith

    Portfolio Operations Manager
    Dennis Song

    Dennis Song

    Advisor
    Danielle Wyatt

    Danielle Wyatt

    Client Service Associate
    Gabrielle Taliaferro

    Gabrielle Taliaferro

    Bookkeeper & Bill Pay Specialist
    Natalie Jones

    Natalie Jones

    Client Service Administrator
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    Heritage Wealth Advisors Office Locations

    Heritage Wealth Advisors has offices in Richmond, Charlottesville, Fredericksburg and Pittsburgh
    Richmond, US (HQ)
    919 E Main St
    Charlottesville, US
    300 E Main St
    Fredericksburg, US
    725 Jackson St #202Fredericksburg
    Pittsburgh, US
    1 PPG Place 31st Floor
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    Heritage Wealth Advisors Financials and Metrics

    Summary Metrics

    Founding Date

    2005

    Heritage Wealth Advisors Online and Social Media Presence

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    Heritage Wealth Advisors Blogs

    Ways to Give

    Ways to Give. Central Virginia COVID-19 Response Fund This fund will be managed by the Community Foundation for a Greater Richmond, which provided seed funding of $500,000. The fund provides grants to nonprofits that are focused on immediate needs of people who are most vulnerable at this time. www…

    Heritage to Telework Starting March 16th

    Heritage to Telework Starting March 16th As impacts of the Coronavirus (COVID-19) begin to be felt in Central Virginia, the health and safety of our clients and the Heritage team remain our first and highest priority. In addition, given recent market volatility, we know that access to account infor…

    Heritage Wealth Advisors: Market Update

    Heritage Wealth Advisors: Market Update Financial markets around the world remain shrouded in uncertainty as the impact of the novel Coronavirus (COVID-19) on the global economy continues to intensify.  We are closely following the progression of the virus’ spread but are loath to speak authoritat…

    First Quarter 2020 Investment Perspectives

    First Quarter 2020 Investment Perspectives Click here to view PDF. “Investment success doesn’t come from ‘buying good things’ but rather from ‘buying things well.’ There’s a big difference between probability and outcome.  Probable things fail to happen – and improbable things happen – all the tim…

    First Quarter 2020 Market Outlook Call

    First Quarter 2020 Market Outlook Call. Join us January 14, 2020 at 11:00 A.M. for a conversation on the current investment landscape, client portfolio positioning and our market outlook. Dial In: 877-876-9174 Conference ID: MarketUpdate Supporting slides will be available here. The informatio…

    The Secure Act: Taxpayers Receive a Holiday Surprise

    The Secure Act: Taxpayers Receive a Holiday Surprise By Jonathan Fortin Congress and the President delivered an unexpected holiday gift, the Secure Act. After overwhelmingly passing the House earlier this year the Act stalled in the Senate and was not expected to pass. Surprisingly, it was attache…
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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, Takisha Smith and Dennis Song.

    • How many employees does Heritage Wealth Advisors have?

      Heritage Wealth Advisors has 36 employees.

    • Who are Heritage Wealth Advisors competitors?

      Competitors of Heritage Wealth Advisors include SEI Investments Company, FTS and Oppenheimer Holdings.

    • Where is Heritage Wealth Advisors headquarters?

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

    • Where are Heritage Wealth Advisors offices?

      Heritage Wealth Advisors has offices in Richmond, Charlottesville, Fredericksburg and Pittsburgh.

    • How many offices does Heritage Wealth Advisors have?

      Heritage Wealth Advisors has 4 offices.