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, VA, US
    Websiteheritagewealth.net

    Recent NewsAll News

    Latest Updates

    Employees (est.) (Jun 2021)29(-17%)
    Cybersecurity ratingAMore

    Key People/Management at Heritage Wealth Advisors

    Dee Ann Remo

    Dee Ann Remo

    Founder, CEO & Managing Director
    John G. Jordan

    John G. Jordan

    Chief Investment Officer & Chief Compliance Officer
    Eddie Phillips

    Eddie Phillips

    Director of Private Investments
    Elaine Summerfield

    Elaine Summerfield

    Director of Foundations & Endowments
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    Heritage Wealth Advisors Office Locations

    Heritage Wealth Advisors has offices in Richmond, Charlottesville, Fredericksburg and Pittsburgh
    Richmond, VA, US (HQ)
    919 E Main St
    Charlottesville, VA, US
    300 E Main St
    Fredericksburg, VA, US
    725 Jackson St #202Fredericksburg
    Pittsburgh, PA, US
    One, Gulf Tower, 31st St Bridge
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    Heritage Wealth Advisors Financials and Metrics

    Summary Metrics

    Founding Date

    2005

    Heritage Wealth Advisors Cybersecurity Score

    Cybersecurity ratingPremium dataset

    A

    96/100

    SecurityScorecard logo

    Heritage Wealth Advisors Online and Social Media Presence

    Embed Graph

    Heritage Wealth Advisors Blogs

    Second Quarter 2021 Investment Perspectives.

    Second Quarter 2021 Investment Perspectives. Click here to view PDF. “Eventually, we have to sit down to a banquet of consequences.”  Robert Louis Stevenson "The whole problem with the world is that fools and fanatics are always so certain of themselves, and wiser people so full of doubts.”  Bert…

    Second Quarter 2021 Market Outlook Webinar

    Second Quarter 2021 Market Outlook Webinar. Join us April 15, 2021 at 11:00 A.M. for a conversation on the current investment landscape, client portfolio positioning, and our market outlook. We also will be sharing our latest insights in tax and financial planning. Click here to register.  The pos…

    First Quarter 2021 Investment Perspectives.

    First Quarter 2021 Investment Perspectives. Click here to view PDF. “The world is certainly currently going through ‘a period of turbulent change’ and great structural adjustments, but usually when that happens, what matters in the long run is not how stable a system seems but rather how successfu…

    Fourth Quarter 2020 Investment Perspectives

    Fourth Quarter 2020 Investment Perspectives. Click here to view PDF. “It is perfectly reasonable to assume a long-run correlation between the stock market and the performance of the economy. In practice, there is a loose relationship with occasional large deviations.” Martin Barnes, Bank Credit Ana…

    Fourth Quarter 2020 Market Outlook Webinar

    Fourth Quarter 2020 Market Outlook Webinar. Join us October 13, 2020 at 11:00 A.M. for a conversation on the current investment landscape, client portfolio positioning and our market outlook. Click here to register.  The information contained herein has been obtained from sources believed to …

    Third Quarter 2020 Investment Perspectives

    Third Quarter 2020 Investment Perspectives. Click here to view PDF. “The question now is not whether we’re growing again. We are. The questions are how fast is that growth, and how long will it be before we return to 2019 levels of output?”  James Rickards, Economist “Uncertainty has seldom been h…
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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 Dee Ann Remo, John G. Jordan and Eddie Phillips.

    • How many employees does Heritage Wealth Advisors have?

      Heritage Wealth Advisors has 29 employees.

    • Who are Heritage Wealth Advisors competitors?

      Competitors of Heritage Wealth Advisors include HAL Holding, Rathbone Brothers 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.