Heritage Wealth Advisors

Heritage Wealth Advisors is an independent, full-service multi-family office operating out of Richmond, Virginia. Founded in 2005 by Dee Ann Remo, the firm currently employs 63 people and manages nearly $4 billion in assets. Heritage Wealth Advisors provides comprehensive financial solutions to clients. They specialize in serving foundations, endowments, and select families. In 2021, the firm expanded its philanthropic efforts with the establishment of The Foundation for Financial Independence, aimed at increasing wealth building opportunities in historically underserved communities. The firm differentiates itself through its commitment to innovation and collaboration, striving to deliver personalized financial solutions tailored to each client's unique needs. Heritage Wealth Advisors recently expanded its reach through the acquisition of Mangham Associates, a Charlottesville, Virginia-based investment partner to foundations, endowments, and select families. Clients can learn more about Heritage Wealth Advisors' services and expertise by visiting their website at heritagewealth.net.