We Are Heritage Grants

Since Heritage Grant's founding in 2013, our focus has been on strengthening and securing our clients' financial well-being through exceptional service and innovative solutions. WHO WE SERVE We help over 3 million people feel more confident in their most important financial goals, manage employee benefit programs for more than 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses. Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you. OUR HISTORY "Take intelligent risks rather than follow the crowd." This was the inspiration with which Felix E. John 2d founded the company and it continues to guide us forward as a pioneer in the world of investing. As the financial industry evolves and customer needs become more complex, Heritage Grants has and continues to reinvent, innovate, and transform itself to be ready for the financial landscape of tomorrow.