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Why Heritage Financial Partners?

Why Heritage Financial Partners?

We understand the power of two or more people coming together to accomplish a mission.

As founders of HFP we formed a management company to affiliate our two individual firms with to accomplish a mission:

  1. To Increase the level of generational wealth transfer in minority communities
  2. Increase the number of financial professionals focused on serving and educating African American and Latino investors, and
  3. Increase the number financial services firms owned by African American and Latino financial professionals that survive and continue to serve their communities beyond the life of the founder.

Together, we share the commitment to take up the standard of wealth creation, wealth retention, and generational wealth transfer as the foundation of our professional calling.

If you want to go fast, go alone. If you want to go far, go together”. - African Proverb

Meet Our Team