Meet Our Experienced Team of CFP^® Professionals

When you choose Heritage Financial Counselors for your financial planning needs, you benefit from working directly with a team of CERTIFIED FINANCIAL PLANNER™ professionals. We prefer multi-advisor brainstorming and collaboration in order to understand, analyze, educate and communicate. This creates shared responsibility within our practice and provides you with a broader working relationship.

Charles P. Weidman, CFP®, MBA

Managing Partner and Financial Counselor Read Biography

Nancy W. Mulvey, CFP®

Director of Financial Planning Read Biography

Colleen F. Echausse, CFP®, MBA

Director of Client Services Read Biography

Jessica L. Perkins, CFP®, CIMA®

Director of Next Gen Planning Read Biography

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Disclosures

Heritage Financial Counselors, LLC, is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Heritage Financial Counselors, LLC, and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Heritage Financial Counselors, LLC, unless a client service agreement is in place.