Dakota
Dakota
Book a Demo
Talk to an Expert

HFP Wealth Management, LLC (dba Heritage Financial Planning)

EST. AUM
$315,102,472

CONTACTS
1

CLIENT ACCOUNTS
592

Firm Details

Metro area Dallas
CRD Number 131525
Website heritagefinancialplanning.com
Client types

Overview

Heritage Financial Planning (HFP) is a Texas-based, fee-only registered investment advisory firm offering comprehensive wealth management, financial planning, and investment advisory services. With offices in Texas and Georgia, the firm is led by Managing Member Steve Blankenship and serves individuals and entities with a tailored approach to financial well-being. HFP’s services span retirement and tax planning, estate strategies, insurance review, college admissions guidance, and Social Security and Medicare planning. The firm maintains a fiduciary standard and a client-first philosophy, delivering advice rooted in transparency, independence, and long-term financial stewardship.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy