2018 Best Private Wealth Manager
Client Service - Firms Under $5 Billion

- Private Asset Management Magazine

The Heritage Difference

Financial Experience & Expertise

Founder and Principal Steve Blankenship, CFP® earned a Bachelor of Business Administration degree from Baylor University, where he majored in Financial Services and Planning and was awarded “Most Outstanding Student in Financial Services and Planning.”* Following his formal education, Steve began working for a number of the most respected names in Financial Planning. In fact, four of Steve's mentors have ultimately been named in Worth Magazine's List of Top Financial Advisors in America. Steve has over a decade of experience in providing personal financial planning and investment management and has the ability to work with clients from all different financial backgrounds.

Steve founded Heritage Financial Planning with the intent of bringing together the best elements from his formal education, his real-world experience, and the lessons learned from working with some of the most respected Financial Advisors in the country. Few, if any Financial Planners in the Dallas and Atlanta areas, have such rich experience to draw upon for their clients' well being. While Steve specializes in retirement planning, investment management, asset allocation and stock options planning, he maintains a broad background of expertise across all topics of Financial Planning. Steve is a Registered Financial Advisor of NAPFA (www.napfa.org), which has the highest education, training, and ethical requirements of any other financial industry association.

Objectivity and Independence

Most financial advisory firms are Fee-Based (as opposed to Fee-Only), which means they earn both fees and commissions. Other firms are commission-based, which makes the firm more of a sales organization than a true consulting organization. Because Heritage Financial Planning is Fee-Only, we receive no third-party commissions. We work solely for our clients, empowering them to make the best financial decisions possible.


Our financial advisors are members of numerous professional organizations including the Financial Planning Association, which is the largest professional association of financial planning professionals, and The National Association of Personal Financial Advisors (NAPFA), which is a nationwide network of Fee-Only financial planners dedicated to providing unbiased financial advice and whose unique systems and special network of support affords us instant access to the knowledge and experience of over a 1,200 like-minded financial advisors and allied industry professionals. Our clients benefit tremendously from this collective expertise and experience in all areas of financial planning and advice. Our advisors have built relationships with leading local Tax Accountants and Estate Planning attorneys that provide the resources to enable him to deliver coordinated full-service financial planning services.

Now is the time to act. In the words of Mark Twain, “Twenty years from now you will be more disappointed by the things you did not do, than by the things you did do."

*"The Most Outstanding Student in Financial Services and Planning" award winner is chosen based on GPA, leadership and faculty vote.