Heritage Financial Services, LLC

Heritage Financial Services, LLC is a Greater Boston-based independent advisory firm that has been offering personalized financial advice and experienced investment management to affluent families for over 25 years. The company focuses on meticulously coordinating and managing all aspects of clients’ wealth, retirement, and financial security.

With a team of 40 employees, Heritage Financial has grown to manage approximately $2.6 billion in client assets nationwide. The firm attributes its continued growth and success to referrals from valued clients, trusted associates, and strategic alliances, demonstrating a commitment to fostering strong relationships.

Heritage Financial's ultimate goal is to build lifetime relationships with its clients, helping to simplify, organize, and instill confidence in their often-complex financial lives. The company operates in the Financial Services, Banking, and Wealth Management industries.

While the company has not disclosed information about its last investment or investors, Heritage Financial encourages individuals to follow its LinkedIn account, clarifying that this should not be interpreted as a testimonial regarding any client’s experience with or endorsement of the firm.