Our people. Our partners. Our best investment.

Investing in expertise and entrepreneurialism helps our people take their client relationships to the next level.

At Marcuard Heritage, we bring together highly talented professionals and provide the tools they need to succeed – an approach that has built a professional home for entire careers.

This culture doesn’t come by coincidence. We understand that client relationships matter most. And that acting completely in the client’s best interest can truly make a difference. We provide a platform for independence and entrepreneurialism – one that respects the primacy of client relationships and allows our people to take ownership. All backed by a complete range of investment and wealth planning solutions and a strong team of experts and partners to implement and manage them.

Why work with us?

If you’re looking for a professional home built on solid principles and an independent model that drives you to excel, then you’ve come to the right place.

What our people say.

We believe in our people, and they believe in us, too. But don’t take our word for it. Hear what they have to say.


Your success could start here. We’re always on the lookout for new talent to complement our team and add to our success.

Our values

From the very beginning, we have been guided by a set of core principles that still shape our company today.