Jonathan Harding

Jonathan Harding

Hi, I’m Jonathan Harding, Wealth Manager at Heritage.

It’s always rewarding to receive a referral - especially from someone who has experienced first-hand our meticulous, highly personal approach to helping people manage their wealth. I hope we can do the same for you.

Please call me anytime at 781-255-0214, email me at jharding@heritagefinancial.net, or schedule an initial conversation on my calendar. You can learn more about me here.

OUR PROCESS

My favorite thing about our firm is that we meet with prospective clients 3-4 times before they’ve even hired us. At no cost to them, we build a plan and give them our professional assessment of their financial picture. This page explains that process for you, or watch this 1-minute video.

FAQ

If I were you, I’d want to know what to expect from the firm: how we charge, if we’re a fiduciary, what services we provide. Answers to those questions and more can be found here. 

RECOGNITION & EXPERTISE

I am pleased and proud to announce we have recently been recognized as one of America’s top financial advisors by both Forbes and Barron's. See all our recognition here.

Heritage Financial Overview: Watch >

If you like what you’ve seen

Awards & Recognition

Selection criteria used to award each of these recognitions is available by clicking on the award logo.