Business Details
16 Years
experience
Trusted Financial Planning for Retirement Success
At Heritage Retirement Advisors, we have dedicated ourselves to transforming retirement planning into a personalized, transparent, and empowering experience. With over 27 years of combined expertise, our team prioritizes trust, transparency, and teamwork to help clients achieve financial peace of mind. We specialize in crafting tailored strategies that align with individual goals, ensuring clarity in an industry often clouded by complex jargon. Our approach integrates financial planning, investment advisory services, tax preparation, and estate planning, all supported by certified professionals holding prestigious designations such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).We pride ourselves on building long-term relationships rooted in loyalty, as evidenced by clients who have trusted us through decades of market changes. Our commitment to continuous education and ethical standards ensures clients receive reliable, forward-thinking guidance. By focusing on people rather than numbers, we aim to simplify retirement planning and empower clients to live the life theyve envisioned.
Services
Financial Planning
Estate Planning
Investment Advisory
Tax Preparation
Risk Management
Details
- Year established: 2010
Highlights and features
- We offer over 27 years of experience in retirement planning and investment advisory services.
- Our team holds prestigious certifications including Certified Financial Planner and Chartered Financial Analyst designations.
- We prioritize trust, transparency, and teamwork in every client relationship.
- Our personalized approach ensures strategies align with individual financial goals and risk tolerance.
- We provide comprehensive services spanning financial planning, tax preparation, and estate planning.
Associations and certifications
- Certified Financial Planner (CFP)
- Chartered Financial Analyst (CFA)
What people say
Excellent service
Honest educated advice
Loyalty and trustworthiness
Retire on time
Consistent guidance
Services
Financial Planning
We guide clients through comprehensive financial planning by establishing trust-based relationships, analyzing financial status, and developing tailored strategies. Our approach considers long-term goals, risk tolerance, and market conditions to create actionable plans. Clients benefit from ongoing monitoring and adjustments to ensure alignment with evolving objectives.
Investment Advisory
Our investment advisory services focus on building diversified portfolios aligned with individual goals and risk profiles. We manage assets across 401(k) rollovers, IRAs, and taxable accounts, seeking consistent, competitive returns. Clients receive personalized guidance to navigate market fluctuations and optimize wealth growth.
Estate Planning
We collaborate with legal experts to design estate plans that safeguard assets and ensure family security. Services include navigating state-specific laws, creating wills/trusts, and addressing long-term care needs. Our goal is to simplify complex processes and provide peace of mind through strategic protection.
Tax Preparation
Our in-house tax practice specializes in individual tax planning and preparation, offering seamless integration with investment advisory services. Clients benefit from coordinated strategies to minimize liabilities and maximize returns. We provide year-round tax guidance to support informed financial decisions.
Risk Management
We help clients mitigate financial risks through life insurance, long-term care coverage, and business transition planning. Our solutions protect against unforeseen events while aligning with broader retirement goals. We partner with trusted providers to deliver customized risk management strategies.
People
Greg Hutto
Founder & CFP, CFA
Greg Hutto founded Heritage Retirement Advisors after 14 years at firms like UBS and Raymond James. A Certified Financial Planner and Chartered Financial Analyst, he holds degrees from Texas A&M and Tarleton State University. Greg focuses on personalized retirement strategies.
Wes Holloway
CFP
Wes Holloway brings corporate training and business development expertise to Heritage. A Texas A&M graduate with an MBA from the University of Texas, he specializes in retirement planning and client relationship management.
Carson Perkins
Associate Advisor
Carson Perkins, a University of North Texas graduate, provides financial planning support. A recent CFP exam passholder, he focuses on investment analysis and client education while pursuing full certification.
Kerri Nelson
Office Manager
Kerri Nelson oversees daily operations with over 30 years of leadership experience. Formerly a preschool director, she ensures efficient client service delivery and office administration.
Jenn Wilson
Marketing Director
Jenn Wilson leads marketing initiatives with a background in education and community engagement. She holds degrees from Texas Tech and the University of Texas, focusing on strategic communication and client outreach.
Questions
What services does Heritage Retirement Advisors offer?
We provide financial planning, investment advisory services, estate planning, tax preparation, and risk management solutions tailored to retirement goals.
Are your advisors certified professionals?
Yes, our team includes Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) with advanced education and industry experience.
How do you personalize retirement plans?
We analyze your financial status, goals, and risk tolerance to create customized strategies, adjusting as needed throughout your retirement journey.
Do you work with clients outside Texas?
While based in Colleyville, TX, we serve clients nationwide through virtual consultations and digital tools.
What sets Heritage apart from other firms?
Our focus on trust, transparency, and teamwork, combined with decades of experience and certified expertise, ensures client-centered solutions.
Reviews (3)
Lynn Brown
Apr 12, 2021
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We originally started working with Chris because we wanted someone who was more on top of things. Our investments werent losing money but they werent really making much either. My husband works with Chris wife, so we met with him and just really liked him. Chris is very informed, trustworthy, professional, and up-to-date on the market. He's helped us save for retirement. He always calls us to keep us informed on whats going on with our account if there are any changes. We trust him and always recommend him to our friends. Please copy and paste your approved testimonial to Chris
Darrel Owen
Jan 25, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Greg provides us with excellent service that is alway rooted in honest educated advice. His knowledge and experience has been able to lower our investment risk to avoid losses while creating a plan that allowed my wife and me to retire on time. We continue to stay on the plan and trust that Greg will be alongside the whole time.
Greg provides us with excellent service that is alway rooted in honest educated advice. His knowledge and experience has been able to lower our investment risk to avoid losses while creating a plan that allowed my wife and me to retire on time. We continue to stay on the plan and trust that Greg will be alongside the whole time.
Gary Trammell
Oct 13, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
We've been with Greg for over 25 years and have experienced some of the most dramatic market changes in history. Two things that have remained consistent are Greg's loyalty and trustworthiness. Greg is committed to do his best with the risk-level we're comfortable with during our retirement lifestage.
We've been with Greg for over 25 years and have experienced some of the most dramatic market changes in history. Two things that have remained consistent are Greg's loyalty and trustworthiness. Greg is committed to do his best with the risk-level we're comfortable with during our retirement lifestage.
