HERITAGE FINANCIAL
About Us
A Tradition of Thoughtful Financial Guidance
At Heritage Financial, we believe financial planning is about more than numbers—it’s about helping people make confident decisions for the future. We work closely with individuals, families, and business owners to create thoughtful strategies that align with their goals, values, and long-term vision. Through every stage of life, our commitment remains the same: providing personalized guidance, clear communication, and a trusted partnership built to last.
Heritage Financial
MEET OUR TEAM
A Team You Can Trust
Behind every plan is a team focused on your long-term success. We combine professional insight with a thoughtful approach to help you navigate financial decisions with clarity and peace of mind.
William Harrington
Founder & Wealth Advisor
William Harrington brings more than two decades of experience helping individuals, families, and business owners navigate important financial decisions. Known for his thoughtful approach and commitment to long-term relationships, William works closely with clients to develop personalized strategies that align with their goals and values. His passion lies in helping clients build confidence in their financial future while creating lasting legacies for the generations they care about most.
Valerie Reynolds
Financial Planning Consultant
Valerie Reynolds is dedicated to helping clients simplify complex financial decisions and stay focused on what matters most. She specializes in guiding families and professionals through key life transitions, retirement preparation, and long-term planning strategies. Monica's approachable style, attention to detail, and genuine care for her clients have helped her build trusted relationships rooted in communication and service.
Daniel Chen
Client Relationship Manager
Daniel Chen serves as a trusted resource for clients throughout their planning journey. He focuses on delivering a seamless client experience by coordinating ongoing reviews, supporting account needs, and ensuring every client receives personalized attention. Daniel believes that exceptional service begins with listening, and he takes pride in helping clients feel informed, valued, and confident every step of the way.
OUR PROCESS
Financial Planning With Clarity & Purpose
Our process is centered around understanding what matters most to you and creating a plan designed to evolve alongside your life and goals.
Discover
We learn about your goals, values, and what matters most.
Plan
We design a personalized strategy built around you.
Implement
We put your plan into action with care and expertise.
Monitor
We review and refine to help you stay on track for life.
