# Dee Ann Remo

> Dee Ann Remo is the founder and CEO of Heritage Wealth Advisors, a Richmond-based multi-family office she started in 2005 after working as a tax and wealth management partner at KPMG. A CPA, CFP professional and Personal Financial Specialist, she built Heritage around coordinated investment, tax, estate and philanthropic planning; the firm now reports $5 billion in assets under management across three locations. Her career also joins wealth stewardship to civic service through nonprofit boards, community development work and the Foundation for Financial Independence.

- **Role:** Founder and CEO at Heritage Wealth Advisors
- **Organizations:** Heritage Wealth Advisors, KPMG, Cary Street Partners Investment Advisory, RVA Community Development Corporation, Chesapeake Financial Shares, Inc., Foundation for Financial Independence, Estate Planning Council of Richmond, West Virginia University Foundation
- **Nationality:** American
- **Education:** B.S. in Accounting, magna cum laude, West Virginia University
- **Known for:** Founded Heritage Wealth Advisors in 2005 and developed it into a multi-family office with three locations., Built a firm whose website reports $5 billion in assets under management., Received the YWCA Richmond 2023 Outstanding Women Award in the Business category.

## Career timeline

- **Before 2000** — Became a tax and wealth management partner at KPMG.
- **2000-2003** — Registered as an investment adviser with KPMG Investment Advisors in Richmond.
- **2003-2006** — Registered as an investment adviser with Cary Street Partners Investment Advisory in Richmond.
- **2005** — Founded Heritage Wealth Advisors as a comprehensive, collaborative multi-family office.
- **2013-present** — Registered as an investment adviser with Heritage Wealth Advisors in Virginia.
- **2016-2017** — Served as president of the Estate Planning Council of Richmond.
- **2021** — Heritage established the Foundation for Financial Independence.
- **2023** — Received the YWCA Richmond Outstanding Women Award in Business; Heritage announced its acquisition of Mangham Associates.
- **2025** — Marked Heritage Wealth Advisors' twentieth anniversary; the firm reported nearly $4.5 billion in assets under advisement.
- **Current** — Leads Heritage Wealth Advisors, whose website reports $5 billion in assets under management across three locations.

## Achievements

- Founded Heritage Wealth Advisors in 2005 and developed it into a multi-family office with three locations.
- Built a firm whose website reports $5 billion in assets under management.
- Received the YWCA Richmond 2023 Outstanding Women Award in the Business category.
- Served as president of the Estate Planning Council of Richmond in 2016-2017.
- Led Heritage's 2023 acquisition of Mangham Associates, expanding the firm's institutional and Charlottesville presence.
- Has served on boards spanning community development, finance, education, arts, animal welfare and local philanthropy.

## Latest updates

- **2025-06** — Hosted an Inside the Firm conversation on purposeful giving and philanthropic stewardship with Heritage's director of philanthropy and business development.
- **2025-05** — Heritage Wealth Advisors marked its twentieth anniversary and reported nearly $4.5 billion in assets under advisement and more than 35 professionals.
- **2025-02** — Appeared on the What Matters Podcast to discuss founding Heritage, trust, growth, team integration and leadership succession.

## 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-remo
Published by YesPress — https://yespress.io
Last updated: 2026-08-26