Heritage Wealth Advisors

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  name: "Heritage Wealth Advisors",
  description: "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.",
  url: "http://www.heritagewealth.net/",
  telephone: "+1-804-643-4080",
  address: {
    @type: "PostalAddress",
    streetAddress: "919 E Main St #950",
    addressLocality: "Richmond",
    addressRegion: "VA",
    postalCode: "23219",
    addressCountry: "US"
  },
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    latitude: 37.5372907,
    longitude: -77.4362939
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  areaServed: "Virginia and Pennsylvania (3 locations including Richmond, VA)",
  knowsAbout: "Financial Advisors, High-net-worth families, business owners and executives, multi-generational wealth preservation, philanthropically-minded individuals, institutions and foundations",
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      value: "Fiduciary Standard & Philanthropy Leadership"
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  publisher: {
    @type: "Organization",
    name: "Lantern",
    url: "https://lantern.llc",
    contactPoint: {
      @type: "ContactPoint",
      email: "ai@lantern.llc",
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