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As a management company, Heritage Financial Partners’ mission is to provide African American and Latino individuals and firms the opportunity for affiliation under one entity to provide the scale, the support and the resilience needed to consistently service their marketplace.

Client Centered

This generation’s clarion call, to harness the economic opportunities generated from increased incomes provided by higher degrees of education and social access within society, must be heeded. Inherited wealth within the African American community, the kind of wealth earned, saved, and invested, then left to the next generation, is a powerful tool in propelling individuals and families to better lives. Unfortunately, this inherited wealth transfer does not happen enough in African American communities. We believe that is a result of two problems:

  • A lack of advisors focused on serving, educating, and advocating for African American investors.
  • The low number of African American advisors in the US.

To address these problems, we need your help and leadership. We are asking that you allow us time to have a conversation with you about becoming a nominator for Heritage Financial Partners.

A nominator supports our firm through introducing members of the community who may want to consider entering into the field of financial services, or if they are already in the profession, may consider joining our team. Read more here.

Client Centered

If you are interested in becoming a nominator for our firm, please complete the Nominator Request Form below.

I would like to be a nominator!

Thank you!