About Us
At Heritage Financial, we measure our success by helping you identify your short- and long-term goals, and how well we achieve them together. When you work with us, you will receive the guidance of a wealth advisor with expertise in your stage of life, as well as a detailed roadmap to help meet your objectives and make adjustments for your life transitions.
Based in Gainesville, Virginia, we are an advisory firm dedicated to proactive, empathetic service. We focus on identifying and addressing potential risks to your goals so that you can move forward with confidence.
What’s more, we are committed to maintaining our independence to better serve you. When you partner with us, you will receive the personalized attention of a fiduciary Registered Investment Advisor that gets paid only by you and puts your best interests first.
Our Team
Click on a team member to read their bio.
David Morton, CEPA®
Chief Executive Officer &
Wealth Advisor
Elizabeth Clark, IACCP®
Chief Compliance & Operations Officer
Aaron Clarke, CFP®, AIF®
Wealth Advisor
Andrew Downey
Associate Wealth Advisor
Danielle Lewis
Director of Client Relations
Jennifer Jones, FPQP®
Paraplanner
David O’Neill, JD, CWM®
Wealth Advisor
Bill DuBose, CFP®
Wealth Advisor
