Joel Mangham and Dee Ann Remo (Courtesy Heritage Wealth Advisors) Longtime Richmond firm Heritage Wealth Advisors has struck its first acquisition in its 18-year history and expanded into Charlottesville in the process. The firm, led by founder Dee Ann Remo, in recent days acquired Charlotteville-based Mangham Associates, adding around $800…Read More
Longtime Richmond wealth advisor makes first acquisition with deal for Cville firm Richmond BizSense
