About My Practice
Heritage Investment Partners, LLP is a Registered Investment Advisor that focuses on private financial planning and investment management.
Our six partners have complementing skill sets that we believe gives us a competitive advantage as independent advisors. Collectively, we possess over a century of diversified financial management and problem solving experience within the financial services and consulting environments. Each has worked at major Wall Street firms during their careers. This experience has led us to the conclusion that there is a better way to serve our clients interests. Our desire to be true advocates for our clients is the cornerstone for the creation of Heritage Investment Partners, where our clients are our primary concern.
Securities offered through LPL Financial, Member FINRA/SIPC
The LPL Financial registered representative associated with this page may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, IA, MA, MD, NC, NJ, NV, NY, and PA.
Ryan started his financial planning career by joining Merril Lynch under their Paths of Achievements Program. Through this training program he learned the industry basics and eventually earned the title of Certified Financial Manager working with Merrills Private Client Group.
His career continued as a Financial Advisor with the Wealth Management Division of Smith Barney/Citigroup Global Markets, Inc. There he gained the designations of Financial Planning Specialist as well as Wealth Advisory Specialist.
He is a graduate from the college for Financial Planning, Greenwood Village, CO and also carries the title of CERTIFIED FINANCIAL PLANNER®.
Ryan joined Heritage Investment Partners, LLP as a Managing Partner in 2008.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance: nj, pa, ma, Health/disability insurance: nj, pa, ma, Fixed annuities: nj, pa, ma, Variable annuities: nj, pa, ma
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CRPC®, CDFA
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.