Heritage Retirement Plan Advisors is a Registered Investment Advisor with the SEC that specializes in providing fiduciary and investment advisory services to employer sponsored qualified and non-qualified retirement plans.
We have been providing our plan sponsor clients with unbiased advice since 2008. Our clients range from large publicly traded companies to multi-generationally owned family businesses to non-profits to municipalities. We provide advisory services in a transparent, honest format that is service provider and investment agnostic. We work for our clients, not the service providers.
Heritage Retirement Plan Advisors is proud to announce that we are now a CEFEX* certified Investment Advisor.
At a Glance:
- Retirement plan advisory clients: 73
- Participants served: 31,800
- Total plan assets: $1.1b
- Demographic Region: Colorado, Louisiana, Mississippi, Missouri, New Mexico, Oklahoma, Tennessee, Texas