Heritage Wealth Advisors, founded in 2005 by Dee Ann Remo, is an independent, multi-family office headquartered in Richmond, Virginia, with additional offices in Charlottesville and Pittsburgh. The firm manages approximately $4.5 billion in assets, offering a comprehensive suite of services including financial planning, investment management, tax planning, philanthropy advising, and institutional support.

Heritage emphasizes a multi-generational approach, aiming to honor clients’ legacies while guiding them toward future financial goals. Their client-centric philosophy is rooted in values such as integrity, collaboration, intellectual curiosity, and passion, ensuring personalized strategies that align with each client’s unique vision and purpose. ​