Heritage Financial Planning

Steve Blankenship, CFP®, a nationally recognized financial planner, is the founding principal of Heritage Financial Planning, a Fee-Only financial planning and wealth management firm.

Steve Blankenship, CFP® has been featured on the cover of Financial Planning Magazine, and has appeared in numerous national media outlets including Newsweek, Kiplinger’s, BusinessWeek, Money Magazine, theStreet.com and has served as a technical advisor for multiple articles in The Wall Street Journal and Money Magazine.

Steve has also been identified by Financial Planning Magazine as one of three financial planners from across the country that is leading the “Next Generation of Advisors.”

Prior to founding Heritage Financial Planning, Steve served clients in the Wealth Management practices of both Ernst & Young, LLP and Arthur Andersen, LLP and at Quest Capital Management.


Advisors at Other Firm Offices


Primary Office

10440 N Central Expy Ste 1120 Dallas, TX 75231-2207 Phone: (214) 446-2100 Fax: (817) 796-2825

Other Offices

1111 S Main St Ste 121 Grapevine, TX 76051-5577 Phone: (817) 410-2500