Broker Check


Doctors are often some of the top income earners in the country, which is just one of the reasons why they need a wealth management firm. At Heritage Investors, we have worked to develop a rapport with entrepreneurial doctors that are looking for guidance on fiscal matters that will help expand their knowledge while building their wealth. As business owners ourselves, we understand the blood, sweat and tears that go into buying or building a business.

Clients benefit from our asset management strategy that allows them to make better decisions on purchasing equipment, investing in real estate transactions or other business acquisitions. Our tactic involves monthly or bi-monthly meetings where we figure out where we're at and make adjustments for the next month. We’re able to guide them in all aspects of their life and practice, making us more of a private Chief Financial Officer than a CERTIFIED FINANCIAL PLANNER™. We take on the headache of dealing with insurance, talking to your CPA, and negotiating your loans. Basically we’re managing all things financial, while you enjoy the fruits of your labor.