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(480) 397-1184
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A Maridea Company

Heritage Financial Strategies In The News

Sharing expert financial insights and wealth management strategies with local and national media outlets since 2017.

Media Archive & Featured Mentions

VoyagePhoenix | Local Spotlight

Meet Our Team: Featured Trailblazer

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GoBankingRates | Financial Advice

How to Switch Financial Advisors

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Business Skills for Entrepreneurs

Networking That Works

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US News and World Report

Should You Save or Splurge That Bonus Check?

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Today's Leading Woman | Podcast

Interview with Our Advisory Team

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Moneyrates.com

7 Small Money Moves That Could Change Your Life

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Gilbert Woman Magazine

Making Money Fun: Putting Women at Ease

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US News and World Report

6 Downsides to Making a Lot of Money

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Media & Speaking

Book Shanna Reed for Your Next Event

We are available for local and national media interviews, workshops, and speaking engagements. To discuss options or to schedule Shanna, please reach out via the contact details below.

Heritage Financial Strategies, LLC is a subsidiary of Maridea Wealth Management LLC.

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Maridea Wealth Management, LLC (“MWM”), is an SEC-registered investment adviser and a wholly owned subsidiary and affiliate of Maridea Holdings LLC. MWM also does business as Heritage Financial Strategies (“Heritage”). SEC registration does not imply any specific level of skill or training.

“Maridea” refers to Maridea Holdings LLC and its subsidiaries and affiliates. Maridea Wealth Management LLC (“MWM”), Maridea Insurance Company LLC (“MIC”), and Maridea Tax and Business Services LLC (“MTBS”) are wholly owned subsidiaries and affiliates of Maridea Holdings LLC. Investment advisory services are offered through MWM, an SEC-registered investment advisor. MWM also does business as Heritage Financial Strategies (“Heritage”). Insurance-related services are offered through MIC. Tax preparation and business services are offered through MTBS. SEC registration does not imply any specific level of skill or training.

View Our Form CRS (PDF) | Full Disclosures Page

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Heritage Financial Strategies does not represent the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies, sites, information and programs made available through this site.

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Phone: (480) 397-1184

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