The Heritage Investors' Philosophy

We are not your typical financial planning and investment firm. We are not here to be the biggest, trendiest or most high-dollar marketed firm... and don't want to be. We are an exclusive boutique wealth management firm that treats you with value as a person, not a number. As fiduciaries, we are committed to going above and beyond in the pursuit of building the best strategies, clearly and repeatedly articulating them, and helping you become and stay financially secure. You are not simply a business endeavor… we call our clients friends. Together we will form lasting relationships, both professionally and personally. This knowledge gives us insights into needs you and your family might have or will have that are not seen in charts or account statistics.

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Meet the Heritage Investors' Executive Team

Brandon Jordan, CFP® ChFC® CLU®

Director of Advisor Services - New England

Learn more about Brandon

David Kent

Director of Business Planning

Learn more about David

Chris Steward

Director of Investments

Learn more about Chris

Heritage Investors' Support Team

Emily Goodbread

Emily Goodbread

Social Coordinator

Raquel Dunn

Raquel Dunn

Social Media Coordinator


Angie Goethert

Public Relations Manager

Next Steps...

If you are ready to meet with our wonderful team to create plans that drive toward financial freedom, then click to schedule a meeting.