Heritage Financial Partners is an independent financial services firm based in Leesburg, Virginia. The company is committed to helping clients pursue their financial goals by providing a wide range of financial products and services. They emphasize a personalized, hands-on approach, working with clients to understand their unique situations and deliver customized strategies. As an independent firm affiliated with LPL Financial, they provide objective advice and access to a broad array of investment options without being tied to proprietary products. Their core services include investment management, retirement planning, estate conservation, and insurance solutions.

Founded in

United States