877.887.8899 LOGIN . WHO WE ARE SERVICES OUR TEAM INSIGHTS NEWS CONTACT US Who We Are FIDUCIARY-BASED WEALTH MANAGEMENT The Heritage Way In 1998, a group of trust officers and customers came together to form an alternative to big bank trust departments for those desiring unbiased and independent counsel with a high level of client service. In 2015, Heritage combined with Argent Financial Group to form the largest independent, trust-based wealth management ﬁrm domiciled in the South. Responsible for client assets of more than $35 billion, our ﬁrm has the scale and sustainability to meet the unique needs and goals of individuals. We currently serve clients in all 50 U.S. states from our 30 oﬃces located across 12 states. Building from that core, Heritage provides an array of related financial services including: • Trust Administration • Oil and Gas (Mineral) Management • Retirement Plan Advisors • Investment Management • Financial Planning • Farm and Ranch Heritage succeeds by building and maintaining relationships through proactive communication, creative and unbiased solutions, and dependable, responsive service. Above all, Heritage abides by the fiduciary standard – putting clients’ needs and interests first. If you have any questions about how Heritage can help protect your wealth, please call (877) 887-8899 or email ask@HeritageTrust.com. OUR PHILOSOPHY Guiding & Growing. Side by Side. As we work together, you will find that Heritage Trust brings key elements to the table, including: • Experience • Objectivity • Caring, personalized approach • Fiduciary standard We offer objectivity and an independent voice. We provide expertise, market knowledge and the ways and means to diversify your assets. But your side of the table is where we feel the insight begins. It’s where we take the time to learn your unique situation – to first listen, next understand, and only then to truly guide. 1989 - 1995 1996 - 2008 2009 - 2015 2015 - 2020 2021+ 1998 OUR HISTORY Our Early Beginnings In 1998, a group of trust officers and customers came together to form an alternative to big bank trust departments for those desiring unbiased and independent counsel with a high level of client service. Our Sister Companies Heritage Trust is part of Argent Financial Group, who is a leading independent, fiduciary wealth management firm that offers a wide range of wealth management services and solutions to meet the needs of individuals and families, businesses and institutional clients. Our unique blend of professional staff experience and solutions—from trust administration and portfolio management to negotiating and monitoring mineral wealth matters—allow us to help you protect, manage and grow your financial assets. Argent Financial Group has offices in 30 markets located in 12 southern states and we are ready to serve you and your needs. SELECT ONE OF OUR SISTER COMPANIES TO LEARN MORE. 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