Our Firm

Successful wealth management results from the dedicated efforts of individuals with the professional expertise and market finesse to provide you with the best advice. Past, current, and future market factors are all considered in this decision making process as well as achieving your goals for both the present and the future.

Justin A. Goodbread and Jim L. De Tar have the experience and education for evaluating the risks and rewards of your financial plan within an intellectual framework. Investing can be complicated; however, Heritage Investors was established to bring simplicity to a complicated financial landscape. As investment advisor representatives and CERTIFIED FINANCIAL PLANNERS™, we often engage our clients in the roles of a fiduciary. This fiduciary capacity ensures that the client’s best interests and goals are set forth as a priority and are not the agenda of a product company.