A Letter From Our Founder
20 years ago, we started Heritage Wealth Advisors as a small wealth advisory firm in Richmond, VA, with just a handful of employees and a mission—to make wealth management more personal, more meaningful, and truly centered around the families we serve.
Over the years, we’ve celebrated life’s greatest moments with our clients and stood by them through life’s toughest challenges. We’ve watched families grow, guided new generations, and redefined what it means to build and steward a legacy.
Today, our team has grown to over 30, with offices across Virginia and Pennsylvania. But through all the change, one thing has never wavered—our deep gratitude for you. This journey wouldn’t have been possible without the trust, partnership, and friendships we’ve built along the way.
