Based in Commack, New York, Scott Mullady has more than three decades of financial industry experience. An Accredited Investment Fiduciary Advisor, he guides Heritage Pension Advisors, Inc., and works with corporate clients in designing and managing qualified retirement plans. Compliance-focused, Scott Mullady undertakes tax reporting and ensures proper legal documentation, in the process simplifying complex employee benefit plans so that sponsors and participants understand them fully.

Mr. Mullady’s services extend to the maintenance of an online platform that offers a comprehensive range of educational and informational resources. His team’s range of services extends to estate planning and fiduciary analysis, with a focus on making employees feel like valued members of the companies they work for.

Mr. Mullady maintains a prominent presence in his industry and has instructed CPAs and other professionals on earning continuing education credits. He regularly contributes to forums that delve into strategies of retirement investing, macroeconomics, and portfolio management. He is a Siena College graduate who majored in finance and economics, with an econometrics focus, and competed on the school’s football team.