Heritage Financial Advisory

Launch Your Legacy

Financial planner in Smithtown, NY (show on map)

5.0

★★★★★

27 reviews

Heritage Financial Advisory offers comprehensive financial planning, business planning, and advanced wealth management services to help clients increase their return on life.

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About

Heritage Financial Advisory, founded in 1979 and affiliated with Commonwealth Financial Network, offers a full suite of financial planning, business planning, and advanced wealth management services. The firm emphasizes understanding clients' emotional ties to money to help them build lasting wealth, achieve their legacy goals, and make a meaningful impact.

Services include financial planning, budgeting, risk management, tax implications analysis, business planning, and the D3 Process (Discovery, Design, Deploy) for strategic financial growth. The team comprises experienced professionals with diverse credentials in financial planning, law, and insurance.

Affiliation with Commonwealth Financial Network

Advanced Planning team with specialized credentials

D3 Process leveraging technology for strategic financial growth

Services

Financial Planning

Budgeting, understanding risk, realizing tax implications. We’ll help you consider all the components to building lasting wealth.

Comprehensive wealth management Tax strategy Risk assessment

Business Planning

From employee support to succession planning, we’ll give you the tools to take your business to the next level.

Succession planning Employee benefits Business growth strategies

D3 Process

Our D3 Process stands for Discovery, Design, and Deploy. It utilizes the latest tools and technology to give you every advantage, focusing on preparation, education and execution.

Advanced technology integration Educational resources Execution support

Credentials & Certifications

Commonwealth Financial Network affiliation

CFP® certification

CLU® certification

ChFC® certification

LLM in U.S. and International Law

Enrolled Agent (EA)

Reviews

Rating

★★★★★

Reviews

"I highly recommend them for trusted financial advice and planning."

Frequently Asked Questions

What is the D3 Process? +

The D3 Process stands for Discovery, Design, and Deploy. It utilizes the latest tools and technology to give you every advantage, focusing on preparation, education and execution.

How does Heritage Financial Advisory handle complex financial situations? +

Heritage Financial Advisory’s Advanced Planning team, affiliated with Commonwealth Financial Network, provides expertise in complex financial situations including estate, tax, charitable, and business planning.

What credentials do the team members hold? +

Team members hold various credentials including CFP®, CLU®, ChFC®, JD, LLM, EA, and certifications from Commonwealth Financial Network.