Heritage Investment Group

Heritage Investment Group is an independent, fee-only Registered Investment Advisor founded in 1993 that provides wealth management, investment advisory, and integrated financial planning services to high-net-worth individuals, families, charitable foundations, and qualified retirement plans across Florida.

Company typePrivate
Founded1993
HeadquartersPompano Beach, United States
Headcount11–50
GTM typeB2C
OfferingServices

What Heritage Investment Group does

Heritage Investment Group is an independent, fee-only Registered Investment Advisor (RIA) founded in 1993 and headquartered in Pompano Beach, Florida, with additional offices in Tampa and Orlando. The firm delivers wealth management and investment advisory services to high-net-worth individuals, families, charitable foundations, and employer-sponsored qualified retirement plans, acting as a fiduciary legally bound to place client interests first. Service delivery centers on personalized advisory relationships, supported by a dedicated client portal hosted on Tamarac's platform (heritageIG.portal.tamaracinc.com), with no proprietary technology products disclosed.

The firm's core offering bundles investment management with modular financial planning services, including tax planning (e.g., QCDs, Roth conversions, tax-loss harvesting), retirement planning (Social Security optimization, RMD planning), estate planning (trust and beneficiary strategy, post-death portfolio management), inherited IRA management, HSA/FSA planning, and recent additions such as guidance on new 530A Trump Accounts. Content marketing through articles, newsletters, quarterly commentary, and educational videos supplements direct advisory engagement, and the firm maintains community presence via local magazine placements in outlets such as The Light in Broward County. Leadership includes founder and president Frederick R. MacLean, Jr., chief investment officer Tim Slattery, and chief compliance officer S. Hardy Taylor.

Revenue is generated through AUM-based advisory fees under a fee-only compensation model, with no commissions, product sales, or publicly disclosed fee schedules. The firm operates as a privately held entity with no institutional investors, parent company, or funding rounds disclosed, and its competitive positioning leans on fiduciary status, 30+ years of operating history, CNBC Financial Advisor 100 recognition in 2025, and a multi-office Florida footprint rather than technology or scale advantages.

Heritage Investment Group firmographics

Firmographics

Name: Heritage Investment Group
Legal name: Heritage Investment Group
Website: https://heritageinvestment.com
Company type: Private
Founded year: 1993
Operating status: Operating
Headcount range: 11–50 employees
Short description: Heritage Investment Group is an independent, fee-only Registered Investment Advisor founded in 1993 that provides wealth management, investment advisory, and integrated financial planning services to high-net-worth individuals, families, charitable foundations, and qualified retirement plans across Florida.
Ownership category
akta.pro rank

Heritage Investment Group industry classification

Industry

Product category: Wealth Management
NAICS: Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC: Investment Advice (6282)
akta.pro primary industry: Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
akta.pro secondary industries: Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Tax-Focused Wealth Management RIAs (FSAAACAD)

Keywords

Wealth management services
Investment advisory
Financial planning
Fiduciary advisors
Retirement planning

Where Heritage Investment Group is headquartered

Location

Headquarters

HQ city: Pompano Beach
HQ country: United States
HQ region: North America

Offices3 records

Markets served

Heritage Investment Group business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

Wealth Management and Investment Advisory Services: Heritage Investment Group generates revenue through wealth management and investment advisory fees, likely structured as a percentage of assets under management (AUM) given their fiduciary model. As fee-only registered investment advisors (RIAs), they are compensated directly by clients rather than through commissions on product sales, aligning their interests with client outcomes.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Heritage Investment Group product offering

Product offering

Core offering

Heritage Investment Group provides wealth management and investment advisory services to high-net-worth individuals, families, charitable foundations, and qualified plans. Operating as an independent fee-only Registered Investment Advisor (RIA) and fiduciary since 1993, the firm delivers personalized financial guidance including investment management, retirement planning, estate planning, tax planning, and charitable giving strategies.

Product overview

Heritage Investment Group offers a unified wealth management platform providing investment guidance and financial planning services to high-net-worth individuals, families, charitable foundations, and qualified plans. Founded in 1993, the firm operates as an independent registered investment advisor and fiduciary. The core offering combines investment management with comprehensive financial planning services including tax planning, retirement planning, and estate planning. These services are delivered as integrated modules within a single advisory relationship, supported by educational resources such as articles, newsletters, quarterly commentary, and tax updates. The firm also provides specialized guidance on newer financial vehicles like Trump Accounts (530A) and HSA/FSA planning.

Differentiator

Problem solved

Functional benefit

Companies that use Heritage Investment Group

Customer profile

Segments4 records

Ideal customer profiles2 records

Heritage Investment Group technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Heritage Investment Group partnerships and signals

Strategic signal

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Heritage Investment Group competitors and assessment

Company assessment

Market position

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Heritage Investment Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Heritage Investment Group leadership team

Management profile

Number of profiles

Profiles3 records

Heritage Investment Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Heritage Investment Group M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Heritage Investment Group

What does Heritage Investment Group do?

Is Heritage Investment Group a public or private company?

Heritage Investment Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Heritage Investment Group founded?

Heritage Investment Group was founded in 1993. It employs 11 to 50 people.

Where is Heritage Investment Group based?

Heritage Investment Group is headquartered in Pompano Beach, United States, in the North America region.

How does Heritage Investment Group make money?

One revenue line is on record: wealth Management and Investment Advisory Services.

Does Heritage Investment Group have an API?

No public API is recorded for Heritage Investment Group.

What industry is Heritage Investment Group in?

Heritage Investment Group's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite). Its NAICS code is 523940 and its SIC code is 6282.