Richter to Support Growth at Mid-Atlantic Financial Services Firm

Heritage Financial Consultants, a preeminent Mid-Atlantic wealth management firm providing comprehensive financial services, has hired Markus Richter as Chief Operating Officer.

Most recently, Richter served as Chief Operating Officer for Southworth Solutions, a leading software company. Previously, he was Chief Operating Officer at A-LIGN, a security and compliance solution provider, where he managed teams in sales, accounting, human resources, IT and operations.

Richter’s experience ranges from finance, insurance, accounting and software development industries. He has a proven track record of building organization structures and processes to support sustained growth and profitability.

At Heritage, he will set the strategic direction for the firm with a focus on process automation, procedures and policies. As a key member of the senior leadership, Richter will also establish policies to further company culture and reinforce its vision.

“Markus’ experience building and operating a team in a fast-growing, private organization adds immeasurable value to our firm as we continue to expand throughout the Mid-Atlantic region,” said Brian Gracie, Founder and Partner with Heritage Financial Consultants.

Most recently, Heritage Financial Consultants was named Top Workplace by The Baltimore Sun.

To learn more about Heritage Financial Consultants, please visit http://heritageconsultants.com/.

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 helps individuals, families and businesses gain a sense of security 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.

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-1971162-121317

Top Workplace recognizes companies with 50 or more employees in the Baltimore metro area based solely on surveys completed by their employees. For more information, visit https://www.topworkplaces.com/