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Heritage Road Advisors, Inc.

Heritage Road Advisors, Inc. offers both stand-alone financial planning, and comprehensive financial planning with investment advisory services.
Independent, fiduciary, and fee-only, we provide unbiased evaluations and actionable plans that align our clients' current financial decisions and investment portfolios with their future goals. We ensure that your money works for you. 

Heritage Road specializes in working with technology professionals and others with significant equity-based compensation or ownership.

Connect with us today to schedule a free 30-minute consultation. We'll get your questions answered and you'll take an initial step towards optimizing your finances.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Paul Henderson
NAPFA-Registered Financial Advisor
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

By Appt Only Seattle, WA 98103 Phone: (425) 941-1071

Primary Office

By Appt Only Seattle, WA 98103 Phone: (425) 941-1071