Financial Advisors
Richmond, VA
Heritage Wealth Advisors is a multi-family office founded in 2005 by Dee Ann, managing nearly $5 billion in assets under management across Virginia and Pennsylvania. They serve high-net-worth families, business owners, and institutions with integrated wealth management spanning investments, tax planning, estate planning, private markets, and philanthropy. As a fiduciary-focused firm, Heritage combines personalized financial planning with sophisticated strategies designed for multigenerational wealth stewardship and legacy building.
Ideal for: High-net-worth families, business owners and executives, multi-generational wealth preservation, philanthropically-minded individuals, institutions and foundations
Service area: Virginia and Pennsylvania (3 locations including Richmond, VA)
Multi-Family Office Model: Provides integrated oversight across investments, tax, estate planning, private markets, and philanthropy through one coordinated strategy and trusted partner, rather than fragmented advisory relationships.
Multigenerational Focus: Designed specifically for families and institutions requiring stewardship across generations, with expertise in family investment vehicles, trusts, LLCs, and institutional memory preservation.
Fiduciary Standard & Philanthropy Leadership: Operates as a fiduciary-focused firm founded on the principle that wealth comes with responsibility, offering specialized philanthropy strategies and charitable giving optimization.
Address: 919 E Main St #950, Richmond, VA 23219
Phone: (804) 643-4080
Website: heritagewealth.net
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