Heritage Advisors, LLC is a full-service financial advisory firm with a team of experienced professionals from diverse backgrounds and disciplines. We provide indivudually tailored strategies and financial tools to individuals and businesses seeking solutions in many areas including: Retirement Planning, Estate Planning, Executive Benefits, Employee Benefits, Business Owner Services and Family Benefits.

We are an independent firm, offering products from many companies. Therefore, we are able to provide objective, professional advice for our clients. Our main office is located in Overland Park, Kansas and we work with clients throughout the United States.

Our Mission
"We offer financial advice and solutions for clients, enabling them to achieve their goals."

Our Vision
"We will be known as the the preferred financial services firm in Kansas City because of our commitment to serve our clients. We will seek first to understand, then to be understood."