Heritage Financial Consultants’ Partner Honored by Franciscan Center for His Support of Its Work and Mission

Brian Gracie, the Founder and a Partner of Heritage Financial Consultants, a preeminent Mid-Atlantic wealth management firm providing comprehensive financial services, has been honored by the Franciscan Center as the 2017 recipient of its Spirit of St. Francis award.

Each year, the Spirit of St. Francis award recognizes an individual who upholds and demonstrates the ideals of the Franciscan Center. The Franciscan Center is a non-profit providing critical emergency assistance and support outreach to economically disadvantaged individuals and families.

Gracie is a generous supporter of the Franciscan Center’s work and mission, serving as a partner to Baltimore’s citizens. He is also a Founding Member of the center’s Circle of St. Francis.

“As the Franciscan Center kicks off its 50th year of service to the Baltimore community, it is fitting that we honor Brian,” shared Meg Ducey, the Director of Development and Marketing at the Franciscan Center. “His wisdom and leadership in our Circle of St. Francis has helped guide the Franciscan Center’s growth. He exemplifies the spirit of our patron, St. Francis of Assisi, who said, Preach the Gospel at all times and when necessary, use words.”

Gracie was honored by the Franciscan Center at its 6th annual Voices from the Heart Gala on Sept. 21.

Gracie, CLU®, ChFC®, REBC®, specializes in asset management, estate planning and financial planning for individuals and business owners at Heritage Financial Consultants.

About Heritage Financial Consultants

Heritage Financial Consultants is a full-service, independent financial planning and wealth management firm headquartered in Hunt Valley, Md. with offices in Wilmington, Del., Preston, Md. and Vienna, Va. Heritage Financial Consultants provides financial planning for individuals, families and businesses through comprehensive financial services including investment management, retirement and estate planning, business ownership and succession, insurance and risk management, and employee benefit services. For more information, please visit www.heritageconsultants.com.

About the Spirit of St. Francis Award

When reviewing candidates for the Spirit of St. Francis Award, the Franciscan Center takes the following into consideration: length of time an individual has been involved with the Franciscan Center, as a volunteer or donor, and the leadership that he/she demonstrated in furthering the Center’s mission of service to poor and hungry citizens of Baltimore.

Registered associates of Heritage Financial Consultants, LLC are registered representatives of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors. CRN-1901842-092017