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Fiduciary Financial Advisor Serving Utah


Heritage Wealth Management was founded in 2000 to help Utah residents find peace of mind when planning their retirement. No matter where you are on your journey, our goal is to help you get there with enough saved to thoroughly enjoy all that retirement has to offer. Whether planning ahead and working to create wealth, preserving wealth and beginning to transition to retirement, or protecting your retirement lifestyle through income planning, we are here to help put a plan in place for affording life’s milestones.

Why Choose Us As Fiduciary Financial Advisor?

When you work with Heritage Wealth Management, we help you focus on reaching your retirement goals. We put your financial needs first in a number of ways…

Focused On Education

The retirement planning process is often complex, and we strive to help you understand your options every step of the way. We want you to be completely informed about any strategies we recommend in order to help you reach your financial goals.

Completley Independent

Because we aren’t affiliated with a large Wall Street bank or investment firm, we don’t have anyone dictating what products are best for our clients. Instead, we honor our fiduciary duty and always work in our clients’ best interests.


Our holistic approach is designed to help you plan for and reach all of life’s important milestones, whether providing for a child’s college education, helping aging parents with estate planning or creating a sustainable income stream for retirement, we are here for all of your needs.

Results Oriented

All financial planning performed on your behalf is done with the end result in mind: helping you to reach your retirement destination.

Our Mission

Simply... Our mission is to help Individuals & Families resolve concerns in retirement…


Office: (801) 727-8780


11075 South State Street

Suite 9A

Sandy, UT 84070

Investment advisory services offered through Foundations Investment Advisors, LLC,

an SEC registered investment adviser.

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