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Heritage Family Offices, LLP is a professional association comprised of four legally independent professional practices: HFO Certified Public Accountants, LLP; HFO Law Group, LLP; Heritage Insurance Advisors, LLC; and Heritage Wealth Management, LLC.

We believe our clients are best served by integrating the primary financial professionals in their lives. Together, our family of companies provides our clients with CPAs, tax professionals, attorneys, financial advisors, insurance specialists, and CERTIFIED FINANCIAL PLANNERS™. Please note, however, that not all professionals maintain all these licenses. Please carefully take note of our respective professional licenses, or ask for clarification, when engaging any professional in our firm. Our goal is to provide continuous, full-transparency for our clients or prospective clients.

Investment advisory services provided by Heritage Wealth Management, LLC. Tax and Accounting services provided HFO Certified Public Accountants, LLP. Legal services provided by HFO Law Group, LLP. Insurance services provided by Heritage Insurance Advisors, LLC.

Heritage Family Offices, LLP (“Affiliate”) is an affiliate of Heritage Wealth Management, LLC (“Investment Adviser”). Although our Affiliate is referenced in this website, Affiliate does not provide investment advice regarding securities or investment advisory services. Likewise, the employees and independent contractors of our Affiliate may not be registered as investment adviser representatives of Investment Adviser and therefore not able to provide investment advice regarding securities or investment advisory services. You should check with Investment Adviser and www.adviserinfo.sec.gov to verify that an employee/independent contractor of our Affiliate is registered as an investment adviser representative of Investment Adviser and thus able to provide you with investment advice regarding securities or our investment advisory services.