All written content on this site is for information purposes only. Opinions expressed herein are solely those of Heritage Financial Advisors, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an adviser, accountant or legal counsel prior to implementation.

This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.



Heritage Financial Advisors is a SEC registered investment advisor offering advisory services in the State of Ohio and in other jurisdictions where exempted. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

For information concerning the status or disciplinary history of a broker-dealer, investment adviser, or their representatives, a consumer should contact their state securities administrator.



Our firm collects non-public personal financial information about its clients from the following sources:

  • Information clients or their legal agent provide to complete the engagement;
  • Information clients provide in agreements and client-firm documents;
  • Information clients provide orally; and
  • Information received from third parties, such as banks or custodians, about transactions.

The firm does not disclose non-public personal information about its clients to anyone, except in the following circumstances:

  • When required to provide services clients have requested;
  • When clients specifically authorize the firm to do so in writing; or
  • When permitted or required by law.

To ensure security and confidentiality, the firm maintains physical, electronic, and procedural safeguards to protect the privacy of its clients.

Identifiable information about a client or prospective client will be maintained during the span of the engagement, and for the period thereafter as required by securities and privacy laws. After that time, information may be destroyed.

The firm will notify clients in advance if its privacy policy is expected to change.