Heritage Financial Planning

Heritage Financial Planning (HFP) is a registered investment advisory and financial planning firm with offices in Grapevine, Texas, Atlanta, Georgia, and Dallas, Texas. HFP offers fee-only financial planning and investment advice for individuals and their families. The firm’s advisors are “solely focused on clients.” As fee-only advisors, our approach minimizes conflicts of interest with respect to compensation. Managing your finances can appear to be a complex task, but it doesn’t have to be. Your hard work and expertise in your professional field have allowed you to build a strong asset base. However, it’s possible that you lack the knowledge or experience to manage your personal finances properly. Heritage Financial Planning recognizes this and offers a comprehensive financial planning and investment management service. Our team of financial advisors has over 30 years of experience working with clients at all levels, including government officials, attorneys, doctors, trust beneficiaries, and entrepreneurs. Our advisors are highly experienced, knowledgeable, and have access to some of the most sophisticated financial strategies available. Our financial advisors take a holistic approach to financial planning that encompasses more than just investments. Fee-only financial advisors from Heritage Financial Planning have undergone an extensive and rigorous financial planning program. They have also earned some of the most prestigious and demanding professional designations available in the industry. We don’t advocate for products. We don’t get paid by any bank, mutual fund company, or other investment company. We don’t receive commissions in any other form. This guarantees you that our financial advice is based on what's best for you. Period. If you're a fee-only Dallas-Fort Worth based financial advisor or an Atlanta-based fee-only financial adviser and are not paid on commission, we won't ask you to do anything different.

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