Heritage Advisors

Heritage Financial Advisors is an independent advisory firm based in Waterville, Ohio, dedicated to providing high ethical standards and acting as a fiduciary for their clients. With a focus on establishing strong one-on-one relationships, their team of advisors helps clients achieve their important financial goals, plan for life events, and prepare for retirement.

As a fee-based investment firm, Heritage Financial Advisors does not sell proprietary products or advise clients to invest in mutual funds based on relationships. Instead, their advisors follow the Prudent Investor Act, always acting in the best interests of their clients. With a comprehensive range of services, including financial planning, investment management, retirement plans, college savings plans, and insurance options, Heritage Financial Advisors is committed to building a legacy together with their clients.

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