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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- QuantumDelta quantum +more
- Established Date
- 10-04-2019
- Office Locations
- 2
Office Locations
About Heritage Road Advisors
Heritage Road Advisors is an independent, fee-only fiduciary RIA providing comprehensive financial planning, investment management, and year-round tax and estate planning guidance. The firm primarily serves mid-career clients and those nearing retirement, with experience supporting doctors, public service employees, small business owners, corporate executives, and tech professionals with equity compensation. Portfolios emphasize diversification, cost control, tax awareness, and passive index-based strategies where appropriate, delivered mainly via a virtual, nationwide practice.
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Owner & Executives
PAUL ANDREW HENDERSON
Broker, PRINCIPAL
- CRD
- #5170955
- Ownership
- 75% or more
MARY ALICE BENEDICT
Advisor, PRINCIPAL
- CRD
- #2283420
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,970,213 | -- |
| Non-Discretionary | $81,227 | -- |
| Total | $21,051,440 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,051,440
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,465,712,424 | 30.5% |
| Cash | $1,475,323,653 | 30.7% |
| Equity - Exchange | $692,008,489 | 14.4% |
| Municipal Bonds | $1,172,569,940 | 24.4% |
| Total | $4,805,614,506 | 100.0% |