Your Best Interest Drives Everything We Do

What can you expect when you partner with Heritage Financial Group? 

Personalized AdviceAs a fee-based, independent financial firm, we operate under a fiduciary standard and are legally obligated to act in your best interests. Unlike some advisors who may be motivated by sales quotas or commissions, fee-based advisors provide targeted advice that aligns with their clients’ goals and needs. What does that mean for you? Every recommendation is tailored to your unique needs and goals and is not swayed by incentives or other outside influences.

Professional and Transparent: Fee-based advisors charge a transparent fee for their services, eliminating conflicts of interest that may arise from commissions. Our clients have peace of mind knowing that the advice they receive is not driven by hidden fees or third-party influence. This creates a relationship based on trust and transparency, enabling our clients to make informed decisions about their finances.

Financial Education: We strive to keep you informed, aware, and up-to-date on all we do for you. If there are products or services that are unfamiliar to you, we'll take the time to fully explain them or provide educational resources to ensure you are comfortable and confident in all we do.

Access to Expertise and Resources: At Heritage Financial Group, your helpful team of highly qualified professionals has expertise in investment management, tax planning, business planning, and estate planning. This allows us to build a broad, holistic approach that incorporates the necessary components to create your robust plan. In any areas where we need additional resources or expertise, we'll introduce you to our professional partnerships. 

Personalized Attention: We seek to provide concierge-level service, fostering a close, long-term advisor-client relationship. We take the time to understand your unique circumstances, goals, and risk tolerance, then tailor recommendations to your specific needs. This personalized attention ensures you receive customized solutions and ongoing support throughout your financial journey.