Heritage Advisors, Llc
Heritage Advisors, LLC combines Tax, Law, Wealth Management, and Insurance practices to provide a specialized family office experience. Our ultimate goal of helping our clients build and preserve wealth is achieved by collectively focusing Asset Preservation, Financial Planning, and Investment Management through the common lens of Strategic Tax Planning. Our team offers some of the most cutting edge and innovative strategies in the industry, often reaching well beyond the natural limitations of any singular financial professional working in isolation.
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Verified contacts
11
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
3
tools in use
Monthly traffic
1
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- CE
Chuck Ehrler
Director · General Business & Management
EmailPhone - DM
David Maxey
Director of Wealth Management · Finance & Accounting
EmailPhone - MM
Michael Minyard
Director · General Business & Management
EmailPhone - GL
Germaine Lee
Senior Tax Accountant · Finance & Accounting
EmailPhone - MF
Michael Frost
President · General Business & Management
EmailPhone - IR
Irene Rankin
Firm Director · General Business & Management
EmailPhone - MH
Mark Hymer
Controller · Finance & Accounting
EmailPhone - AM
Anne Marie
Accountant · Finance & Accounting
EmailPhone - JB
Jeffery Brown
Minyards · Other
EmailPhone
Showing 9 of 11 verified contacts
Top roles at Heritage Advisors, Llc
9 distinct titles indexed · top 9 shown.
- 2accountant
- 2director
- 1controller
- 1director of wealth management
- 1firm director
- 1minyard & co, p c
- 1minyards
- 1president
- 1senior tax accountant
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