HERITAGE FINANCIAL ADVISORS

Heritage Financial Advisors is an independent advisory firm. The core financial advisory group consists of Sasha Wright and Evonne Johnson. We pride ourselves on adhering to the highest level of ethical standards and believe in building a relationship which is founded upon trust by serving our clients with honest, unbiased, goal oriented financial advice. We serve individuals, families, closely held businesses and charitable foundations. We act as a fiduciary to you, our client. Our advisors have no proprietary products to sell. Instead, our interests are the same as those of our clients. This eliminates much of the conflicts of interest between our clients and ourselves as compared to commission based firms... Heritage Financial Advisors is a SEC registered investment advisor offering advisory services in the State of Ohio and in other jurisdictions where exempted. Disclosures... Your financial advisor must have your confidence and trust. What sets Heritage Financial Advisors apart..

Primary location: Waterville United States