Insider

Heritage History

Heritage Financial Adds Four New Shareholders

Heritage Financial is proud to announce the addition of Senior Wealth Manager Matt Carron, Director of Financial Planning Ed Jastrem, Portfolio Manager Michael Waldron, and Compliance Manager Jennifer Watson to its shareholder group. Many key factors including exceptional job performance, adhering to the firm’s core values, and contributing to the business beyond their job functions… More >

It Takes an Extraordinary Leadership Team to Reach Great Heights!

Twenty-one years ago when I founded Heritage Financial, my goal was to run a completely independent financial advisory firm where planning and investment decisions were based solely on clients’ best interests. Today, as a registered investment advisor and fiduciary, we serve several hundred clients representing $1.2 billion in assets under management, we have 28 knowledgeable… More >