About Our Firm

Welcome to the online office of Heritage Capital Advisors, LLC.

Financial Architects for your Dreams

Our Mission: Proactively guide our clients as together we make confident decisions about their wealth management objectives.

Building your financial future is not much different than building a new home.  We all have different visions of where and how we want to live even if we are not always sure how to make those visions reality. Good financial planning requires skill just as good architecture does.  You wouldn't want to build that dream house without a blueprint, so why leave your financial needs and goals without the same level of customization and detail. 

The Heritage Capital difference is in the questions we ask.  We seek meaning, not just information, to help us better assess your financial needs and goals.  The more we know about you, the easier it becomes for us to help you achieve those goals.

200 Glastonbury Boulevard -- Home of our Glastonbury office.

Heritage Capital Advisors, LLC is large enough to provide all of the resources our clients expect, yet personal enough to provide the attention they deserve -- a welcome alternative to the intelligent investor seeking reliable advice and customized financial solutions.

We are committed to providing unparalleled financial planning and investment management with an emphasis on client education.  We want to help you make smart choices about your financial future. From individual portfolios to company retirement programs, we offer a full array of financial and advisory services.

Uniform and consistent investment strategies coupled with methodical management and review by seasoned advisors characterize the Heritage Capital approach.  In addition, our support staff complements our advisory staff with unsurpassed customer service.

The Heritage Capital approach is a collaborative effort of our team members. Our representatives each work with a team of support staff to serve our clients. We have handpicked our support staff based on their years of financial service experience. But it's not just experience we look for; it's the comprehensive knowledge they possess.

Knowledge and Experience. What could be more crucial to sound financial management?

Heritage Capital Advisors, LLC is an Investment Management and Retirement Planning firm that provides highly customized financial planning and money management services for individuals and businesses. At Heritage Capital we will get to know you first, examine your financial picture and evaluate your individual investment needs.

We can provide you with the latest investment trends and help you determine what is the best financial solution for you no matter where you are in life--whether you are buying your first home, sending children to college or preparing to retire. 

Heritage Capital offers the following to individuals as well as small businesses:

• Retirement Planning
• Investment Management
• Employee Benefit Consulting
• 529 Education Savings Plans
• Financial Workshops
• Estate Planning and Charitable Giving
• Tax Planning

We will help you determine what is the right asset allocation in your retirement fund or how to best utilize your comprehensive benefit options. We know that with so many benefit programs, stocks, bonds, and mutual funds to choose from, the options can be overwhelming.

Let us help you do the analysis.