Heritage Financial Services, LLC
Heritage Financial Services was founded by Stew and Steve in 2003, and from the beginning, our company mission has been to provide our clients with holistic and highly personalized financial advice combined with an exceptional level of service. Our independent approach and decades of combined experience have helped us to navigate the ever-changing financial landscape, and having grown exclusively by word of mouth and client referrals, we now advise approximately $500 million of client assets. With a focus on multigenerational family planning, we have been fortunate to grow with many of our clients over the years, eventually working with their children and grandchildren, and ultimately helping them leave a heritage to be proud of.
Our team has expertise and experience in investment management, financial planning and consulting, retirement plan development, insurance, and estate preservation and transfer. We are truly independent and without proprietary alliances, giving us the freedom to search the marketplace for the best available solutions and offer consultation without charge to determine where our services may be needed.