About Us
Financial Guidance Built for the Way People Earn Today.
Heritage Financial Partners was built around a simple idea: the way people make money has changed. The way they're guided financially should change with it.
Our Story
The traditional financial system was largely built around the traditional career: get a job, enroll in benefits, contribute to a 401(k), work for decades, and retire.
That's not how many people build wealth anymore.
Entrepreneurs, creators, independent professionals, and business owners can build significant income at a young age—but often without the financial infrastructure that comes with a traditional career.
We started Heritage Financial Partners to help close that gap.
We're business owners ourselves.
We understand what it's like to have a record year—and what it's like when the next year doesn't look the same.
Our goal isn't simply to help clients make financial decisions based on today's income. It's to help them build a structure capable of supporting their family, lifestyle, business, and future through both the good years and the challenging ones.
Philosophy
Protect What You've Built
Success creates more to protect—not less.
Turn Income Into Structure
A high income is an opportunity. The right structure can help turn today's earning power into long-term financial security.
Think Beyond Today
We help clients think about retirement, taxes, liquidity, protection, and legacy—not simply their next financial decision.
Meet the Founders
Trevor Fey
Co-Founder & Managing Partner
Ryan Tierney
Co-Founder & Managing Partner