Zach Tekamp, CFP®, EA
President & Wealth Advisor
As President and Wealth Advisor for Heritage Wealth Management Group, Zach works directly with families to help them develop, clarify, and achieve their financial goals. He is a firm believer…
Founded in 2004, Heritage Wealth Management Group is a fee-only, independent financial advisory firm focused on helping individuals and families achieve their financial intentions through holistic financial planning and customized investment solutions. We assist clients with optimizing every element of their life affected by financial decision making, all in an effort to improve their current and future situations. At Heritage, you get direct access to years of experience in creating and implementing detailed financial solutions to help you achieve the life you deserve.
