Heritage Wealth Advisors

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.