As we celebrate Heritage Financial Services’ 30th anniversary on October 1st, I am filled with deep gratitude for the journey we’ve shared together. What began as a vision of offering unbiased, independent, objective advice back in 1995 has grown into something more meaningful than I could have ever imagined—and that is because of you. To our clients, team members, and partners: thank you for welcoming us into your lives and trusting us to help you achieve so many important financial and personal milestones.
Over the years, Heritage has been fortunate to receive recognition for our detailed wealth management services, manageable growth, commitment to financial planning and education, and the impact we have made within the community. Today, we are proud to serve more than 1,200 clients across 36 states, supported by a dedicated team of over 50 professionals. Collectively, our employees hold 19 distinct professional designations—a testament to the depth of expertise our clients depend on.
But the true measure of our success is not found in awards or statistics—it is found in people. Our 99% average annual client retention rate over the past five years reflects the real story: enduring and lasting relationships built on trust, care, and a shared commitment to your financial well-being.
While we have embraced new services, technology, and opportunities over the past three decades, and will continue to do so for your benefit, our core values of Teamwork, Integrity, and Excellence remain unchanged. They will always guide how we serve our clients and support one another every day.
As we look ahead, we are excited to deepen client relationships, expand the ways we can serve you, and continue making a meaningful difference in the lives of the families and communities we are privileged to work with.
Most of all, I am profoundly grateful for the trust you place in us. It is both an honor and a responsibility—and inspires us every day to do our very best on your behalf.
With heartfelt appreciation,
Chuck Bean
