Heritage Wealth Advisors is a fiduciary-focused, multi-family office headquartered in Richmond, Virginia, with additional offices in Charlottesville and Pittsburgh. Founded in 2005 by Dee Ann Remo, a former KPMG partner, the firm was established to provide comprehensive financial solutions with a collaborative approach. Over the past two decades, Heritage has grown to manage nearly $4.5 billion in assets, serving individuals, families, and institutions across various regions.

The firm offers a wide range of services, including investment management, financial planning, tax planning, philanthropic advising, and family office solutions. Their investment management approach involves constructing portfolios aligned with clients’ overarching financial goals, ensuring diversification and adaptability to evolving needs. In financial planning, Heritage adopts a holistic methodology, focusing on building a solid foundation to support clients’ growth and yield.

Heritage Wealth Advisors operates on core values such as integrity, collaboration, intellectual curiosity, and passion. These principles guide their commitment to delivering personalized financial strategies that honor clients’ legacies and aspirations. The firm also emphasizes empowering the next generation through continued education and stewardship, reflecting a forward-thinking approach to wealth management.

In addition to their advisory services, Heritage is actively involved in community initiatives. Through the Foundation for Financial Independence, they have awarded grants to organizations like The Fountain Fund and the Neighborhood Resource Center, supporting efforts to foster economic security and financial independence in the greater Richmond and Charlottesville areas.