Heritage Asset Advisors

Heritage Asset Advisors

Founded in 2007, Heritage Asset Advisors is a Houston-based registered investment advisor that provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm also advises pension and profit-sharing plans, reflecting a dual practice that spans both personal wealth and small institutional retirement assets. The firm operates a fiduciary advisory model that combines financial planning with portfolio construction. Investment advisory services cover asset allocation, manager selection, and ongoing portfolio monitoring. Heritage Asset Advisors targets clients across the Texas Gulf Coast region and advises on retirement plan structures for small to mid-sized businesses. Heritage Asset Advisors is registered with the SEC or relevant state securities authorities, as required for RIAs of its size and client profile. The firm has maintained a presence in the Houston wealth advisory market since its founding, serving a client base typical of a regional RIA: concentrated private wealth generated from the energy, real estate, and professional services sectors that define the Houston economy. The firm's structural differentiator is its independence. As a privately held RIA without a parent bank, broker-dealer, or insurance company, Heritage Asset Advisors sits on the same side of the table as its clients — a fiduciary posture that removes product-related conflicts from the advisory relationship.