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 manager 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.

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Our Team

Click on a team member to read their bio.

Mark Cooke
President and CEO

David Morton
Chief Financial Officer and
Wealth Manager

Elizabeth Clark
Director of Client Accounts,
Chief Compliance & Operations Officer

Debbie Gwinn
Client Support and
Administrative Coordinator

Danielle Kerr
Client Services Associate

 

Schedule a Consultation

We offer a complimentary introductory conversation to discuss your situation
and explore how we can help you.