Broker Check
Client Centered

About Us

At Heritage, we believe that the best financial guidance comes from collaboration. Unlike independent advisors working alone, our team works closely together—sharing knowledge, experience, and specialized proficiency—so every client benefits from the strength of the entire practice. With decades of combined experience, we are dedicated to helping families, businesses, and individuals build lasting wealth and peace of mind, guided by integrity and a shared commitment to your success. Read more about each of our advisors below.

Our firmServing You
Since 1993

Our core purpose is to deliver returns for our clients who entrust their assets to our care.

We do this by placing enormous trust in our people – a diverse, talented, and creative team – who each take responsibility for their part in making Heritage Wealth Group the rigorous, disciplined, and innovative company it is.

Our Mission

At Heritage, our mission is to guide families, businesses, and individuals in building and preserving lasting wealth with integrity at the core. By working together as a team of experienced advisors, we provide collaborative, personalized financial strategies that support today’s goals while creating tomorrow’s legacy.

Our core Values

Integrity- We believe trust is the foundation of every financial decision. Integrity guides all we do, ensuring honesty, transparency, and accountability in every relationship.
Collaboration-Our team works as one, combining diverse knowledge and perspectives so every client benefits from the strength of the whole practice—not just a single advisor.
Legacy-We are committed to helping families and businesses create, grow, and preserve wealth that lasts—so their impact and values endure for generations to come.

Our Approach

At Heritage, we believe financial planning starts with listening. By understanding your goals and values, our team works together to create a personalized plan that supports today’s needs and tomorrow’s legacy. With the combined knowledge of our advisors, we simplify the complex and guide you with integrity every step of the way.

What Makes us DifferentYou are not a client,
you're our partner

Schedule a call with one of our advisors to see the difference in real life.

Meet your teamour people are our greatest asset,
and we invest heavily in them

Cort Bradbury

Cort Bradbury CLU, CLF, CAP

Cort has been serving families, small businesses, and professionals since 1993, helping them set and achieve their financial goals with care and dedication. He specializes in retirement planning, investment management, college funding...
Read more
S. Andy McBride

S. Andy McBride CFP

S. Andy McBride is a Certified Financial Planner™ based in Kenton, Ohio, with over two decades of experience helping individuals and families build secure financial futures. A graduate of The Ohio State University, Andy began his...
Read more
Tim Bradbury

Tim Bradbury

With a dynamic background in the restaurant industry and warehouse management at an outdoor recreation store, Tim brings a unique blend of real-world experience, resilience, and creativity to the world of financial advising. Known for...
Read more
Tim Ianni

Tim Ianni

Tim is passionate about helping individuals, families and small businesses to build lasting financial peace. He employs a personalized and long-term approach to build authentic relationships with his clients, understanding their...
Read more

Our ProcessWe Strive for Excellence as 

Much as You Do

Step 1: Discovery Call

Our discovery call is a chance to get to know each other and see if we’re the right fit. In a relaxed conversation, we’ll listen to your goals, answer your questions, and outline how our team can help.

Step 2: Build your plan

Together, we’ll create a personalized financial plan designed around your goals, values, and vision for the future. Our team makes the process simple and collaborative, so you feel confident every step of the way.

Step 3: Enjoy Life

With a clear plan in place, you can focus on what matters most—living fully and creating lasting memories. We’ll be here to guide and support you along the way, so you can enjoy life with confidence and peace of mind.

Contact UsIf you can dream it,
you can do it.

Please fill out your information, and one of our advisors will reach out and schedule an initial conversation with you to see how we can help.

Thank you!
Oops!