Heritage Institutional Services Rebrands as Heritage Retirement Plan Advisors





Contact: Taryn Clark


Heritage Institutional Services Rebrands as Heritage Retirement Plan Advisors

 OKLAHOMA CITY, Okla., Nov. 5, 2018 – Heritage Institutional Services announced today that it is rebranding as Heritage Retirement Plan Advisors, LLC. The new name reflects the company’s primary focus in providing fiduciary-level investment advisory services for employer-sponsored retirement plans. Heritage Retirement Plan Advisors will remain a subsidiary of Argent Financial Group.  Heritage Retirement Plan Advisors will continue to operate in Oklahoma as a DBA (Doing Business As) of Argent Retirement Plan Advisors, formerly Argent Institutional Services.

The name change pertains to the offices in Oklahoma City, San Antonio, Texas; New Orleans and Shreveport, Louisiana; as well as Nashville, Tennessee.

Heritage and Argent Retirement Plan Advisors’ clients are mid-size to large employers and, in particular, their human resources departments. The rebranding highlights the company’s mission to maintain an independent fiduciary relationship with plan sponsors and participants.

“Our award-winning team is lauded by clients as being extremely knowledgeable and informed about relevant issues and timely changes to the rules governing their administration,” said Brad Knowles, managing director of Heritage Retirement Plan Advisors. “This name makes it clear that our focus is on helping employers manage the retirement plans they have established for their employees, an area that is becoming increasingly important as employees needs and retirement options become ever more complex.”

“Our new name defines the specialty service that we provide to plan sponsors and fiduciaries of retirement plans and employee benefits. This is where we focus 100 percent of our efforts, which is a rarity in this industry,” said Chris Shankle, senior vice president of Agent Retirement Plan Advisors.

About Argent Financial Group

Argent Financial Group (AFG) is a leading independent fiduciary wealth management firm. Responsible for $19 billion in client assets, AFG provides individuals, families, institutions and businesses with a broad range of wealth management services including trust administration and related services, investment management, family office services, retirement plan and charitable organization administration, mineral (oil and gas) management, and financial, retirement and estate planning. The company was also recently named to the Inc. 5000 list of the fastest-growing companies in the U.S. For more information, visit www.ArgentFinancial.com.