Heritage Financial Advisory Group

At Heritage Financial Advisory Group, we understand that your financial well-being is a top priority. For over 30 years, we have been dedicated to helping individuals and families like yours achieve their financial goals through comprehensive financial planning, investment management, and tax consulting services.

Our Story

Our journey began when our founder, Lou Desepoli, established our firm with a deep commitment to serving the financial needs of our clients. Lou's passion is in demystifying finance, tailoring strategies to individual goals. He is a seasoned financial advisor with a wealth of experience in investment management, financial planning, and tax consulting. With a relentless focus on providing exceptional service, Lou has built a team of experts who share his dedication to excellence.

Our Services

At Heritage Financial Advisory Group, we offer a wide range of services designed to meet the unique needs of our clients. Our services include:

Individual and Family Services

• Comprehensive Financial Planning
• Estate Planning
• Tax Planning
• Retirement Planning
• Risk Management
• College Planning

Business Owner Services

• Retirement Plan Consulting
• Succession Planning
• Employee Support & Education
• Investment Support
• Tax Strategies

Why Choose Us

As a local firm with a national presence, we offer the best of both worlds. Our affiliation with Commonwealth Financial Network, a Registered Investment Adviser-broker/dealer, provides us with invaluable resources and expertise to ensure that our clients receive the highest level of service. Unlike some advisors, we are independent and free to make recommendations based on what's right for our clients, without pressure to promote proprietary products or strategies.

Our Team

Our team consists of experienced professionals who are dedicated to delivering exceptional service and expertise. Our team includes:

• Lou Desepoli, President & Founder
• Mike Desepoli, Financial Advisor

Our Mission

Our mission is to empower individuals and families to secure their financial future and build enduring legacies. We are committed to providing personalized service, tailored financial solutions, and expert guidance to help our clients achieve their financial goals.