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Heritage Financial Planning Employee Directory

Financial ServicesTexas, United States2-10 Employees

Heritage Financial Planning is a small financial planning firm operating in the financial services sector, based in Dallas, Texas. It provides comprehensive financial planning advice and emphasizes independence and objectivity, choosing not to sell products in order to minimize conflicts of interest. It is a member of the National Association of Personal Financial Advisors, reflecting a commitment to fee-only planning. The firm targets individuals seeking trusted, unbiased guidance to manage life savings and long-term financial goals. It has been recognized in the press, with coverage in several major financial publications. In 2017, Heritage Financial Planning expanded to open a new office in Atlanta, Georgia, illustrating growth beyond its Dallas base.

Find Heritage Financial Planning employees' phone numbers or email addresses

Heritage Financial Planning Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Heritage Financial Planning's Leadership

  • Stylized image of a person
    A. G.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. B.
    Director Of Client Satisfaction
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. W.
    Relationship Manager & Investment Advisor Representative
    Phone icon
    Mobile Phone

Heritage Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Heritage Financial Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. G.
    Managing Director
    Phone icon
    Mobile Phone
    United States
    Jun 08, 2026
  • Stylized image of a person
    H. B.
    Director Of Client Satisfaction
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    C. W.
    Relationship Manager & Investment Advisor Representative
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Heritage Financial Planning known for?

Minus sign iconPlus sign iconHeritage Financial Planning operates in the Financial Services industry. The company's main headquarters is located in 10440 North Central Expressway 1540 Dallas, Texas 75231 United States. Explore Heritage Financial Planning's company overview page for more information.

What is Heritage Financial Planning's most common email format?

Minus sign iconPlus sign iconHeritage Financial Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heritage Financial Planning email formats with LeadIQ.

How many employees does Heritage Financial Planning have currently?

Minus sign iconPlus sign iconHeritage Financial Planning has approximately 7 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Heritage Financial Planning's key employees and leadership?

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As of June 2026, Heritage Financial Planning's key employees include:

  • Managing Director: A. G.
  • Director Of Client Satisfaction: H. B.
  • Relationship Manager & Investment Advisor Representative: C. W.

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