Build a financial plan that fits the life you want.
Heritage Wealth Solutions is a Phoenix-based financial planning practice working with clients across the country.
We start by getting to know you. Your goals, your timeline, where things stand today.
We review our recommendations together. You’ll know what we’re proposing and why.
The beginning of a clearer path forward. You’ll get access to your client portal and out team whenever you need us.
Enjoy the growth and independence that come from long-term financial planning with a partner by your side.
You’ve worked hard to build your wealth. Now you want to make sure it helps preserve your family’s future and create a lasting legacy for the people and causes that matter most.
That’s exactly what we help you do.
Heritage Wealth Solutions is an independent financial planning practice in Phoenix, Arizona, affiliated with Raymond James Financial Services. For us, every client’s situation is different. We take the time to understand yours before we build a plan around it.
With 70 years of combined experience, partners Chris Hilyer and David Ayala, along with the team, bring deep knowledge across retirement planning, tax strategy, investment management, charitable giving, and estate planning.
Our commitment goes beyond advising. We educate, so you stay informed and in control at every stage.
With us, you don’t just receive advice. You gain a partner.
Timely articles on the blog covering retirement planning, tax strategy, investment management, charitable giving, and estate planning.
Short videos on YouTube from Chris and David, answering the questions clients ask most.
A monthly newsletter sharing our latest market insights, the strategies on our radar, and the planning moves worth considering.
For your financial future, and for the people and goals that matter most to you.
When you’re ready to take the next step, we’re here.