We have formed partnerships with companies we feel closely align with our investment strategy and our high ethical standards.


Schwab Institutional

Schwab Institutional is the custodian and record-keeper for all of Heritage Financial Advisors’ accounts. Schwab is a member of the Securities Investor Protection Corporation (SIPC).

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More information about SIPC coverage is available at


Dimensional Fund Advisors (DFA)

We design and manage most of our portfolios using Dimensional Fund Advisors (DFA) funds, one of the pioneers of passive investment strategy, as the underlying investments within portfolios. These funds have historically out-performed most indices and are recognized within the industry as a reliable method of long term wealth building.

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