At 28, Eddy becomes the youngest partner in firm history.
ITHACA, N.Y. and WASHINGTON, D.C. — September 12, 2025 — Heritage Lake Advisors (“HLA”) today announced that Reece Eddy, CFP® has joined the practice as a Partner and Wealth Advisor. At 28, Eddy is the youngest advisor to be named partner at HLA. He will serve ultra- and high-net-worth families nationwide from HLA’s Upstate New York offices, delivering comprehensive planning, investment management across public and private markets, and coordinated tax and estate strategies.
“Reece is unusually client-centric and rigorous for any age, let alone 28. He strengthens our bench immediately and for the long run,” said David M. Labourdette Partner and Managing Director at Heritage Lake Advisors. “Our clients value first-principles thinking, meticulous execution, and tax-aware strategy within a comprehensive planning framework. Reece fits that ethos perfectly.”
“I’m honored to join Heritage Lake Advisors as a partner,” said Reece Eddy, CFP®. “HLA’s Family Office-style service and integrated planning platform will help me deliver thoughtful and objective advice to complex families and business owners.”
Eddy’s role and focus
Eddy will continue to advise his current clients, but now with HLA’s expanded platform on goals-based wealth strategy, portfolio construction, liquidity and concentration management, multi-generational planning, and coordination with clients’ outside attorneys and CPAs. He will also contribute to HLA’s investment due diligence and planning frameworks for executives, founders, and closely-held business owners.
About Heritage Lake Advisors &Partners
Heritage Lake Advisors is an independent wealth advisory practice with offices in Ithaca and Binghamton, New York, serving ultra- and high-net-worth families, businesses, foundations, and endowments across the United States. HLA provides Family Office–style services: comprehensive planning, investment management in public and private markets, tax strategy, and coordination with clients’ legal and accounting professionals. The practice’s core values are fiduciary excellence and genuinely putting clients first.
For More Information:
info@heritagelakeadvisors.com
Main: 607-366-2140
www.heritagelakeadvisors.com
Regulatory Disclosures
Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA, SIPC. CFP® is a certification mark owned by the Certified Financial Planner Board of Standards, Inc. Neither Heritage Lake Advisors nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
