# Heritage Wealth Advisors

> Heritage Wealth Advisors is an independent, fee-based multi-family office headquartered in Richmond, Virginia. Founded in 2005 by CPA and CERTIFIED FINANCIAL PLANNER Dee Ann Remo, the firm oversees roughly $4.9 billion in assets for about 1,600 accounts belonging to wealthy families, business owners, foundations and endowments. Beyond running money, Heritage handles tax preparation, estate and philanthropic planning, and the quieter work of keeping a family's financial history intact across generations.

- **Founded:** 2005
- **Headquarters:** Richmond, Virginia, United States
- **Founders:** Dee Ann Remo (Founder, CEO and Managing Director)
- **Team size:** Approximately 36-48 employees, including about 16 advisory representatives
- **Products:** Family Office, Investment Management, Financial Planning, Tax Planning & Preparation, Philanthropy & Charitable Giving
- **Notable:** Grew to roughly $4.9 billion in assets under management since founding in 2005, Recognized among high-AUM independent RIAs in Virginia, Founder Dee Ann Remo named to YWCA of Richmond's Outstanding Women Award Class (2023)

## Products & services

- **Family Office** — Integrated oversight of a family's entire financial life - coordinating investments, taxes, estate planning, bookkeeping and next-generation education across advisors.
- **Investment Management** — Discretionary portfolio management for individuals, families and institutions; selection of outside managers and sponsorship of pooled investment vehicles.
- **Financial Planning** — Comprehensive, personalized planning covering retirement, cash flow, risk and multi-generational wealth transfer.
- **Tax Planning & Preparation** — In-house tax strategy and filing, reflecting the firm's CPA roots.
- **Philanthropy & Charitable Giving** — Foundation and endowment management, charitable-giving strategy and community grant guidance.
- **Institutional Services** — Investment and consulting services for foundations, endowments and nonprofit organizations.

## Achievements

- Grew to roughly $4.9 billion in assets under management since founding in 2005
- Recognized among high-AUM independent RIAs in Virginia
- Founder Dee Ann Remo named to YWCA of Richmond's Outstanding Women Award Class (2023)
- Expanded beyond Virginia with an additional office presence in Pennsylvania

## Latest updates

- **2026-01** — Published 'What It Means to Work With a Multi-Family Office' and 2026 market outlook 'Beyond the Rally' in its Insights hub.
- **2026-01** — Continued its monthly 'Philanthropy in Focus' series, spotlighting Richmond's ChildSavers and the Children's Museum of Richmond.
- **2025-01** — Ran 'Family Office Case Studies' covering family investment vehicle formation and institutional memory.

## Links

- Website: https://www.heritagewealth.net/
- LinkedIn: https://www.linkedin.com/company/heritage-wealth-advisors

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Profile page: https://yespress.io/heritage-wealth-advisors
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Last updated: 2026-08-20