Heritage Wealth Advisors

Heritage Wealth Advisors is a financial planner in Richmond, VA, serving families, business owners, and institutions with complex financial needs. The firm specializes in integrated wealth management, offering services in financial planning, investment management, tax planning, estate strategy, private markets, and philanthropy. With a multi-family office structure, Heritage Wealth Advisors provides coordinated oversight across multiple financial disciplines, emphasizing long-term legacy planning and generational wealth stewardship. The firm serves clients across Virginia and Pennsylvania, maintaining a strong reputation with a 5.00 rating based on one verified review.

The firm was founded in 2005 by Dee Ann Remo, who established a vision for comprehensive financial stewardship beyond traditional investment management. Heritage Wealth Advisors operates as a fiduciary firm committed to integrity, collaboration, and long-term relationships. The team includes professionals with credentials in financial planning, tax, and investment management, and the firm emphasizes a multi-generational mindset in all client engagements. Services are structured around six pillars: family office, philanthropy, executive and entrepreneur support, financial planning, investment management, and tax planning.

Located at 919 E Main St, Suite 950, in downtown Richmond, the firm sits just a short distance from the Office of the Virginia Attorney General and the Division of Legislative Automated Systems, both government offices. It is also near the Bell Tower, a local heritage landmark, and adjacent to North 9th Street and South 9th Street, which serve as major thoroughfares.

Heritage Wealth Advisors demonstrates strong digital presence and credibility, with a well-optimized website that search engines read clearly and extensive, well-documented business information available online. The firm’s structured approach to client service and consistent public documentation reinforce its standing as a trusted advisor.

As a financial planner in Richmond, Heritage Wealth Advisors stands out for its depth of service, focus on legacy, and commitment to holistic, multi-generational wealth strategy.

Services:

• Family Office Strategies
• Financial Planning
• Investment Management
• Philanthropy
• Tax Planning