Heritage Financial Consultants Named to the Baltimore Business Journal’s List of Largest Financial Planning Companies

1/10/18

Mid-Atlantic Wealth Management Firm Recognized Among Top Five Financial Planning Companies in Greater Baltimore

Heritage Financial Consultants, a preeminent Mid-Atlantic wealth management firm providing comprehensive financial services, has been named to the Baltimore Business Journal’s 2017 list of Largest Financial Planning Companies in Greater Baltimore.

The Baltimore Business Journal list ranks companies by number of local professionals, defined as those who have obtained a Series 7 license, a CPA or CFPâ license and are qualified to provide comprehensive financial planning services. Featured companies were identified by Baltimore-area professionals and confirmed by the director of research for the Baltimore Business Journal.

Heritage Financial Consultants ranks in the top five among local firms, with 38 Baltimore-area professionals. In addition to its two offices in Maryland, the firm also has offices in Delaware and Virginia.

Heritage specializes in investment management, retirement and estate planning, business ownership and succession, insurance and risk management, and employee benefit services.

“We have an exceptional team of consultants committed to delivering high-value service to clients,” said John McCarthy, Partner at Heritage Financial Consultants. “We are proud to be recognized by the Baltimore Business Journal as a leading firm and look forward to another great year serving the people of Baltimore and helping them achieve their financial goals.”

Heritage advisors regularly give back to the Baltimore community. The firm is a longstanding partner of Catholic Charities and a frequent participant in the organization’s biannual Dragon Bowl and Dragon Boat Race. Most recently, the firm served as a tree sponsor for Kennedy Krieger Institute’s Festival of Trees in support of cancer research.

In addition to being recognized by the Baltimore Business Journal as a top financial planning company,Heritage Financial Consultants was recently named a 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.

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

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