Strategic Partners Who Support Independent Financial Advice


eMoney provides financial planning software and interactive wealth management solutions. For more information about eMoney Advisor, please visit www.emoneyadvisor.com.



Since 1981, Dimensional Fund Advisors has been a leader in developing asset class portfolios for institutional investors and independent investment advisors. For more information about Dimensional Fund Advisors, please visit us.dimensional.com.


TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and Heritage Financial are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. For more information about TD Ameritrade Institutional, please visit www.tdainstitutional.com.


For more than 25 years, Loring Ward has been providing independent financial advisors and their clients with investment management solutions, performance and asset allocation reporting, and back-office operational support. For more information about Loring Ward, please visit www.loringward.com.