Heritage Financial Services, LLC Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment management to affluent families nationwide for more than 30 years. 

We meticulously coordinate and manage all aspects of our clients’ wealth, retirement, and financial security. Driven by our core values of teamwork, integrity, and excellence, the Heritage team builds lifelong relationships with clients and their other trusted advisors to help simplify, organize, and instill confidence in their often-complex financial lives.

Heritage Financial joined Savant Wealth Management on 2/27/2026. Savant Wealth Management is a Registered Investment Advisor. Learn more at savantwealth.com. 

Savant Wealth Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. To obtain a copy of Savant's disclosure brochure, which contains important information on services, fees, investment methodology, conflicts of interest and related information, please visit www.adviserinfo.sec.gov or contact us at Savant, 190 Buckley Drive, Rockford, IL 61107.

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