Heritage Wealth Advisors

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Heritage Wealth Advisors
Team photo for Heritage Wealth Advisors

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Advisors

Advisor photo for Amy Schwab

Amy Schwab

CFP®, CLTC®, CRPC, AAMS®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Amy Schwab's website
Advisor photo for Brian Van Houten

Brian Van Houten

CRPC, APMA®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Brian Van Houten's website
Advisor photo for Michael Eberly

Michael Eberly

APMA®

Financial Advisor

Visit Michael Eberly's website