# Dee Ann Remo

> Dee Ann Remo is the founder and CEO of Heritage Wealth Advisors, a Richmond-based multi-family office established in 2005. A former KPMG tax and wealth management partner, she holds CPA, CFP and Personal Financial Specialist credentials. Her work combines financial planning with family governance, philanthropy, mentorship and civic service; YWCA Richmond honored her in its 2023 business category.

- **Role:** Founder and CEO at Heritage Wealth Advisors
- **Organizations:** Heritage Wealth Advisors, KPMG, Foundation for Financial Independence, RVA Community Development Corporation, Chesapeake Financial Shares, Inc., West Virginia University Foundation, The Valentine, Visual Arts Center of Richmond, Richmond SPCA, Boys & Girls Clubs of Metro Richmond, Sports Backers, The Community Foundation for a greater Richmond, Virginia Museum of Fine Arts Advisory Council, Estate Planning Council of Richmond
- **Education:** B.S. in Accounting, magna cum laude, West Virginia University
- **Known for:** Founded Heritage Wealth Advisors in 2005., Named YWCA Richmond’s 2023 Outstanding Women Award honoree in Business., Led Heritage during its expansion into Charlottesville through the announced acquisition of Mangham Associates in 2023.

## Career timeline

- **1985** — Graduated magna cum laude from West Virginia University with a bachelor’s degree in accounting.
- **—** — Spent 17 years at KPMG, including service as a tax and wealth management partner.
- **2005** — Founded Heritage Wealth Advisors in Richmond, Virginia.
- **2012** — Brought investment specialist Jay Jordan into Heritage as a partner.
- **2016** — Joined the West Virginia University Foundation board.
- **2021** — Heritage established the Foundation for Financial Independence late in the year.
- **2023** — Received YWCA Richmond’s Outstanding Women Award in Business; Heritage announced the acquisition of Mangham Associates.
- **2025** — Marked Heritage’s twentieth anniversary and participated in conversations on philanthropy, firm continuity and growth.

## Achievements

- Founded Heritage Wealth Advisors in 2005.
- Named YWCA Richmond’s 2023 Outstanding Women Award honoree in Business.
- Led Heritage during its expansion into Charlottesville through the announced acquisition of Mangham Associates in 2023.
- Heritage’s current website reports $5 billion in assets under management and three locations.
- Holds CPA, CERTIFIED FINANCIAL PLANNER and Personal Financial Specialist credentials.

## Latest updates

- **2026-02** — A Foundation for Financial Independence tax filing published by ProPublica lists Dee Ann Remo as president.
- **2025-12** — Featured in Fidelity’s Building trust and growth video, posted December 17, discussing integrated planning, diverse talent and a client-first approach.
- **2025-09** — Appeared with Sarah Simmer in Inside the Firm: 20th Anniversary Edition, published September 9.
- **2025-06** — Discussed philanthropy with Carrie Mills Miller in Inside the Firm: Episode 2, published June 12.

## Links

- Website: https://www.heritagewealth.net/team/dee-ann-remo/
- LinkedIn: https://www.linkedin.com/in/dee-ann-remo/

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Profile page: https://yespress.io/dee-ann-remo
Published by YesPress — https://yespress.io
Last updated: 2026-10-16