About Us

Finding and retaining capable executive-level talent is a crucial element for corporations, since these leaders can greatly impact the corporate bottom line. Heritage Executive Consulting specializes in creating and implementing total compensation programs that distinguish client corporations as an employer of choice for top management and help attract and retain management talent.

Heritage Executive Consulting is a Florida-based firm that provides the advisory, benefits education and financial planning programs that can transform executive compensation plans into recruiting assets and help create increased corporate loyalty among key executives. We apply our experience in financial and tax planning to create integrated programs which thoroughly consider both investment and tax consequences. To ensure our executive plans are as well-received by key executives as their corporate sponsors, Heritage also provides the educational and personal financial planning programs that help executives maximize their benefits.

Our mission in any corporate engagement is to first design the total compensation plan that best meets the needs of the corporation and its stockholders. Then, to ensure optimal usability and utilization, we work with key executives to help them understand the program and incorporate it into their personal financial picture. This thoughtful consideration of all external regulations, corporate needs, and requirements of all stakeholders helps our clients to maximize the use of their financial resources and achieve key business objectives