877.887.8899 LOGIN . WHO WE ARE SERVICES OUR TEAM INSIGHTS NEWS CONTACT US Services Our Available Services We provide unbiased and independent counsel with a high level of client service. Today, Heritage – an independent, privately-owned trust bank – offers trust administration in addition to oil and gas management, real estate management, financial planning, and investment management. Trust Administration With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Heritage Trust can expertly serve the multi-generational financial needs of your family. READ MORE Retirement Plan Advisors Heritage Retirement Plan Advisors is a Registered Investment Advisor with the SEC that specializes in ﬁduciary and investment advisory services for retirement plan sponsors. READ MORE Investment Management Heritage provides a broad range of investment management services designed to optimize the performance of your financial assets based on your unique needs and investment strategy. READ MORE Wealth Management Heritage can assist in the day-to-day administration and management of your family’s financial affairs, consult on the preservation of family vision and preparation of heirs and carry out philanthropic goals. READ MORE Oil & Gas (Mineral) Management Few mineral management companies can match Heritage Mineral Management’s expertise in contract negotiation, oil & gas accounting, asset evaluation, and ongoing management. READ MORE Farm And Ranch Our comprehensive farm management system provides complete farm management services for landowners. Our goal is to relieve the daily management burden and worry over your farm and ranch estates, while helping to achieve the greatest financial return. READ MORE Interested in speaking with one of our experts? GET IN TOUCH SERVICES FOR Trust Administration Oil and Gas (Mineral) Management Retirement Plan Advisors Investment Management Wealth Management Farm and Ranch LINKS Disclosures USA Patriot Act Notice Site Map LOCATIONS CAREERS © 2021 Heritage Trust I All rights reserved I Disclaimer I Privacy Policy