The Heritage Story began over thirty two years ago. During my earlier years as a financial advisor, I invested in and observed the results of 53 different types of investments during good and bad economic times. I have seen what works and what does not work in the real world. I learned that seeking high returns while ignoring the transfer costs in life that take much of the returns away was foolhardy. It became clear that it was not what you make but rather what you keep that really matters.

The experience gained over three decades of investing and financial consultations with hundreds of clients has formed the foundation of my financial philosophy and led to the core principles which drive Heritage Financial. Over the past thirty two years I have developed a true passion for protecting my client’s money from market losses, taxes and various transfer costs. Everything I do is to help my clients protect their wealth, increase their income, and reduce their taxes - and to do it with the lowest risk possible.

I invite you to become part of the Heritage Family and learn how to prosper and enjoy peace of mind in good and bad economic times.

Sincerely,
Brian Gibbs