Heritage Advisors, LLC is a full-service financial advisory firm with a team of experienced professionals from diverse backgrounds and disciplines. We provide individually 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 educate our community and enable our clients to set and achieve their financial goals."
Our Vision
"We will guide our clients to make informed financial decisions, encouraging them to implement strategies necessary to reach their goals. We will seek first to understand, then to be understood."