Heritage Business Strategies | Virginia Beach & Newport News, VA Home | Heritage Business Strategies LLC

Welcome to Heritage Business Strategies

Helping successful people build an enduring legacy for their families, their communities, and their businesses.

2024 FORBES TOP FINANCIAL SECURITY PROFESSIONAL



Not an indication of future performance or any one client’s experience. See methodologies

About Us

Build, Streamline, and Transform Your World

Welcome to a new chapter in your life—one where you have peace of mind knowing that every facet of your financial world is working together in perfect harmony, and that every strategy is helping to maximize and protect what you’ve worked so hard to create.

For more than 25 years, we’ve been helping successful people like you to build an enduring legacy for their families, their communities, and their businesses. Alongside our clients, we’ve navigated three recessions, multiple market crashes and booms, marriages, births, divorces, starting new ventures, and passing on businesses successfully. Through it all, we’ve stood the test of time because of our creativity, our ability to see all sides of a situation, and our experienced, measured recommendations.

About Our Name

“Heritage”

“Business”

“Strategies”

Our Team

Serving you with the passion
and innovation you deserve

The diverse team here at Heritage Business Strategies has backgrounds in economics, multi-generational business growth, law, finance, education, and risk management. As a multi-generational office, we can deliver just about anything you need, and we’re proud to simplify life for the businesses and families we serve.

Gordon E. Parker, Jr.

Founder and Managing Partner

Read About Gordon

Kevin R. Cunningham

Director of Operations

Read About Kevin

Andrew C. Kasiski

Associate

Read About Andrew

Gina Bond

Associate

Read About Gina

Our Clients

Helping great people do great things

Here at Heritage Business Strategies, you’re more to us than the dollar signs on your balance sheet or the sum of your financial products. You’re part of our family, and we care tremendously about your success. Our clients are all very unique, but most are business owners or successful families who share four things in common:

  • They love their families;
  • They are committed to the health of their communities;
  • They like to have a bit of fun; and
  • They want to work with trusted advisers who can help them reach their objectives.

As your financial partner, we’ll help you navigate your short-term and long-term goals and build momentum along the way to get you where you want to be.

Areas of Expertise

Serving successful business
owners and families

  • Business Formation
  • Business Succession and Exit Planning
  • Income and Cash
    Flow Planning
  • Asset Management*
  • Portfolio Analysis
  • Retirement Solutions
  • 401(k)
    Fiduciary Services^
  • Benefits Strategies
  • Trust and
    Estate Management
  • Insurance Planning
  • Charitable Planning
  • Income Tax Strategies

^Eagle Strategies acts as a fiduciary with respect to the Plan under Section 3(21)(A)(ii) of ERISA by rendering investment
advice as defined under ERISA to the Sponsor in selecting a discretionary investment manager

Strategic Alliances

Working together to serve your best interests

Community Involvement

Serving our neighbors to make a lasting impact

Do your actions make a difference for the better? What are you teaching your kids? Are you an asset to your community? We think a lot about legacy around here, and we match the giving of our time and money to our values by supporting the following organizations:

Access College Foundation

We support Access College Foundation because their mission is to provide students, who may not have the opportunity, the path to attend and complete college.

Chesapeake Bay Wine Classic Foundation

We support Chesapeake Bay Wine Classic Foundation because their primary mission is to help provide opportunities for underprivileged youth in our community to obtain higher education and the skills they need to secure a better life for themselves and their families.

ForKids logo

ForKids

We support ForKids because their mission is to break the cycle of homelessness and poverty for families and children.

Hampton Roads Community Foundation

We support Hampton Roads Community Foundation because their mission is to inspire philanthropy and transform the quality of life in southeastern Virginia.

Tidewater Community College Real Estate Foundation

We support the Tidewater Community College Real Estate Foundation. Their purpose is to engage in real estate activities to financially benefit the College and further the College’s mission.

Our Location

1206 Laskin Road,
Suite 230
Virginia Beach, VA 23451

Get Directions

Contact Us

Phone: (757) 417-7700
Toll Free: (877) 417-7705