Broker Check

Our Partners

Heritage Wealth Managers is focused on providing a superior client experience throughout the planning process and our ongoing relationship with you.  In addition to our core team, we also maintain two key relationships to help facilitate all aspects of our client’s needs and support goals and to keep your plan on course, so when you work with Heritage you’re also backed by the history and resources of Northeast Planning Associates, Inc. and LPL Financial. 


Northeast Planning Associates (NPA) is a 50+ year-old registered investment adviser and financial planning firm with more than 30 affiliated advisor offices throughout New England.  NPA provides services and support to independent practices like Heritage Wealth Managers, giving us expanded financial planning and back office resources, and providing clients access to a full range of services and products.  Our relationship with NPA is a testament to our commitment to client satisfaction, as well as our interest in ongoing professional improvement.


LPL Financial is our broker/dealer, overseeing compliance and the transactional side of our business.  For more than 20 straight years they have been the largest independent broker/dealer in the nation (based on total revenue, as reported in Financial Planning Magazine,1996-2020).  A chief objective of LPL Financial is to reduce the complexity of running a financial services practice, so advisors like us can focus on what we do best – helping our clients address their financial goals and pursue their dreams.