Our Story

Using a comprehensive suite of investment management and financial planning solutions, Heritage Financial has been serving families, business owners, and executives since 1992.


With headquarters in Green Bay, Wisconsin we service clients across the US and are dedicated to providing you with the highest level of service and delivering trust, transparency and accountability. We understand that your goals and objectives are completely unique, and we’re passionate about helping you discover and pursue your desired outcomes.

Our Approach

Effective Game Plan

Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.

Advice in Common Language

It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.

Straightforward Fees

You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.