Our Clients

Heritage Financial serves a very diversified group of clients across Northeast Ohio.  For example, our clients vary in age, gender, marital status, occupation, income, and the amount of financial resources they personally manage (we do not have account minimums).  Our clients also vary in their knowledge, understanding and experience of financial planning, investments and money management. 

With these diverse differences, our clients share a common desire to be good and faithful stewards and are thus serious minded in their money managment; understanding the importance of making wise financial decisions.  They also share a common interest in working with an advisor who is like-minded in their Christian faith and understands what is most important to them.  By asking questions with a biblical perspective of money management, the advisor is then better able to arrive at a financial solution that will be in align with their faith.