Heritage Wealth Advisors

Heritage Wealth Advisors is a Financial Planner in Richmond, VA, located at 919 E Main St #950. The firm operates as a multi-family office serving families, business owners, and institutions with integrated oversight across investments, tax, estate planning, private markets, and philanthropy. It was founded in 2005 by Dee Ann Remo. The firm holds a 5.00 rating based on 1 review.

The firm provides services for executives and entrepreneurs, focusing on preserving and extending wealth beyond company plans. Its approach involves a multi-generational mindset. The team navigates tax implications to mitigate their impact on portfolios and supports institutions, foundations, and endowments in strategic investing. Heritage assists with complex entities such as LLCs and trusts, and helps younger generations navigate financial complexity.

Dee Ann Remo, CPA, CFP®, PFS, serves as CEO and founded the firm. The team includes Managing Director of Investments Cary Baronian, CFA®, and Managing Director of Client Strategy & Development Marshall Chambers, CFP®, CFA®. Other leadership includes Steve Henderson, CFA®, as Managing Director of Private Investments & Foundation Strategies, and John G. Jordan, III, CFA®, as Chief Investment Officer. Meagan Roberts, CFP®, CPA, leads Financial Planning & Tax, while Sarah Simmer, CFP®, CPA, CAP®, manages Client Experience. The firm also employs Senior Wealth Advisors including Zuzanna Kaczmarek, EA, and Daniel Rowe, MBA, CFP®.

Clients rate the firm highly for its service. The firm emphasizes honesty, responsibility, and good faith in its relationships. It focuses on empowering the next generation through continued education and stewardship for clients and communities.

Heritage Wealth Advisors brings multi-family office expertise to Richmond financial planning, helping local families preserve their legacies through integrated wealth strategies.

Heritage Wealth Advisors sits on E Main St in Richmond, VA, just steps from the Office of the Virginia Attorney General and North 9th Street. The location is also near the Division of Legislative Automated Systems and the YMCA, with the Bell Tower roughly a tenth of a mile away.

BizScoreAI awarded the firm an SEO Score of 77 out of 100, which helps search engines crawl and rank the website so local customers can find it. The business also received a Discoverability score of 75 out of 100, ensuring AI crawlers can access every page and potentially recommend the firm to users.

Services:

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