Heritage Wealth Partners

Financial planner in Dublin, OH (show on map)

Personalized premier wealth management solutions for business owners and retirees through experienced local advisors.

About

Heritage Wealth Partners is a financial services firm specializing in personalized wealth management for business owners and retirees. The company emphasizes understanding each client's unique financial goals and circumstances, offering a range of services including investment management, insurance planning, tax strategies, and estate planning.

Recently, the firm has joined Summit Financial to enhance its capabilities with a broader array of resources and expertise.

Personalized wealth management

Integration with Summit Financial for enhanced resources

Focus on business owners and retirees

Services

Wealth Management

Personalized, premier wealth management solutions for business owners and retirees.

Personalized financial planning Asset protection strategies Retirement planning Estate planning

Investment Management

Sophisticated portfolio management with access to diversified investment solutions.

Diversified investment options Advanced risk management Portfolio optimization

Insurance Planning

Well-structured insurance strategies to protect loved ones from financial consequences.

Risk assessment Policy selection Beneficiary planning

Tax Planning

Strategies to manage overall tax situation and optimize tax efficiency.

Tax strategy development Compliance monitoring Tax minimization techniques

Estate Planning

Managing personal affairs and controlling wealth distribution upon death.

Will and trust creation Probate avoidance strategies Charitable giving planning

Credentials & Certifications

CFP®

Since Pei-Chin "Bonnie" Andrew

ChFC®

Since Pei-Chin "Bonnie" Andrew

Frequently Asked Questions

Is a Variable Annuity Right for Me? +

This FAQ discusses the considerations for determining if a variable annuity suits an individual's financial situation.

5 Benefits of Working in Retirement +

Explains why working during retirement can be advantageous, including financial and lifestyle benefits.

Roth IRA for Kids +

Describes the benefits and requirements of opening a Roth IRA for minors.

8 Financial Milestone Birthdays +

Provides an infographic detailing key financial milestones to consider at various ages.

Your Social Security Roadmap +

Offers guidance on navigating Social Security claiming decisions with an interactive roadmap.

Contact Heritage Wealth Partners

Heritage Wealth Partners

Address

6215 Emerald Pkwy Unit 1, Dublin, OH 43016

Phone

(614) 389-2488

[email protected]

Website

heritagewealthpartners.net

Opening Hours

Sunday

Closed

Monday

9 am–5 pm

Tuesday

9 am–5 pm

Wednesday

9 am–5 pm

Thursday

9 am–5 pm

Friday

9 am–5 pm

Saturday

Closed

Location

Location of Heritage Wealth Partners, 6215 Emerald Pkwy Unit 1, Dublin, OH 43016 · View on Google Maps

Screenshot Gallery

http://heritagewealthpartners.net/

https://www.hwp-oh.com/

https://www.hwp-oh.com/about

https://www.hwp-oh.com/products-services

https://www.hwp-oh.com/resource-center/estate

https://www.hwp-oh.com/resource-center/retirement

https://www.hwp-oh.com/resource-center

https://www.hwp-oh.com/team

Get in Touch

Ready to work with Heritage Wealth Partners?

Reach out today to schedule a consultation.

(614) 389-2488

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