HER Heritage celebrates the natural traits that make women ideal investors and seeks to help women build confidence around creating a strong financial future.

 The Funk’tional Nutrition podcast delivers insightful, science-backed conversations on health. With a warm yet no-nonsense style, Erin empowers women to take charge of their wellness, offering practical tools to feel strong, energized, and confident through every chapter of life. 

September is National College Savings Month! From how you can utilize 529 distributions to creative solutions to lower the cost of college, this list includes a variety of insightful articles and resources.

 Having a cash reserve is crucial even for sophisticated investors who have already built significant wealth. But how much cash is too much? Find out in one of our most popular posts.

Heritage Financial Turns 30!

Over the past 30 years, we’ve had the privilege of watching families grow, careers develop, and businesses mature. It has been our honor to work with multiple generations of families, and we have treasured every one of these journeys.

HER Finances

Fall Outlook Webinar

Join our live Fall Market Outlook webinar to hear an update on recent market events, what to watch for, and expectations for stock and bond markets through 2025 and beyond.  

We'd love to hear from you! Please submit your questions during registration or during the live webinar.

Can't make it? Register and we'll send you the recording!

Meet the Women of Heritage

Welcome Nicole & Kathleen

At Heritage, 45% of our employees are women. And we represent all facets of the firm, from investing and wealth management, to marketing, compliance, and operations. 

Please join us in giving a warm welcome to Digital Media & Marketing Associate, Nicole Grant and Paraplanner, Kathleen Colpoys!

Nicole Grant joins the marketing team  after spending two years at a manufacturing start up in marketing and sales operations. She is excited to bring her passion for storytelling and marketing to Heritage.

Kathleen Colpoys joins us after a 13-year coaching career, most recently as head coach of the women's volleyball team at her Alma Mater, Holy Cross. With a degree in Economics and a love of numbers, she is turning her passion for working with and helping people into a career in financial planning. 

HER Kitchen

"Mom’s Chicken Cutlet Sandwich"

"I once read that “a sandwich is a hug between two slices of bread.” And, it couldn’t be more true of this Chicken Cutlet Sandwich–the one that my mom made for me, my family and ALL my friends and colleagues time and time again with more love than an army of professional chefs."

-Michele Di Pietro, Chef, Cookbook Author, and Founder of Mangia With Michele