Heritage and York Financial Group

Heritage & York is a small to middle-market advisory firm. We provide very deliberate services and don’t dilute our expertise by branching into other filler services. We provide strategic services designed for the ownership of small and midsized busi...

Heritage & York is a small to middle-market advisory firm. We provide very deliberate services and don’t dilute our expertise by branching into other filler services. We provide strategic services designed for the ownership of small and midsized businesses. Our aim is heavily involved in preparing and facilitating a business owner’s access to capital. Likewise, we also focus on the eventual sale of a company from initial planning through completion of the sale. We are both deal makers and advisors. We understand all things corporate finance and mergers & acquisitions, which is why we choose to do a few things differently than the pack.