Heritage Way Advisors is a private, independent, fee-only retirement planning and wealth management firm serving clients in over 20 states across the country. We work with professionals, retirees, and families to build and preserve wealth.
Our responsibility is to educate and provide perspective to our clients and their families so they feel content, comfortable, and supported through each stage of life. We’ve worked with many families of substantial wealth, transcending generations.
We take a thorough, non-biased, low-cost, and tax efficient approach to our clients’ finances so that they can safely achieve their retirement goals. We build long-term relationships with our clients and their families based on trust and an understanding that we will provide them with a plan they can control, rather than one that controls them. Learn more about our investment approach.
For our clients, ‘wealth’ is about more than money. It’s about their values, peace of mind, confidence, and income planning for security in retirement. We also advise clients on how best to pass along these assets to their children and grandchildren.
Our business has grown through referrals, serving individuals and families across generations. We help families with wealth transfer by collaborating with their estate planning attorneys and income tax preparers to build wealth during the client’s lifetime and provide an uninterrupted transfer of those assets.