Celebrating 20 Years of Excellence

Since our inception 20 years ago, we have only had one goal – to manage and grow our clients’ wealth, positively impacting their lives now and in the future.

 

We extend our sincere thanks to all those who have played a significant role in our journey, and we look forward to a future of continued excellence.   

A Look at Our History

Heritage at a Glance

At Heritage Financial Consultants, our clients can trust that their needs will always be addressed. Our strength lies in our unique approach and our advisors and staff. Below are some quick facts about our firm.

20 YEARS

IN BUSINESS

Our growth since 1999 stands as a testimony to the quality of our service.

6 LOCATIONS

We currently have locations in Maryland, Delaware, Virginia, and Florida. We continue to expand and serve clients in all 50 states.

64 TOTAL

Staff Members

We hire carefully to ensure we are building a team that holds true to our promise to support our clients.

$4 BILLION

ASSETS UNDER MANAGEMENT

Our numbers speak to a highly capable team whose commitment is to advise each of their clients with a custom plan to meet their financial needs.

31 Advisors

Our advisors provide a wide range of experience and credentials that allow us to provide a full suite of exceptional financial services.

Words of Gratitude

 

Here’s what our leaders have to say about what makes our firm special and what this milestone means to them.

Legal

We are licensed in the following states. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Puerto Rico.

Insurance: Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois (IL), Indiana (IN), Iowa,  Kentucky, Maine, Maryland, Massachusetts, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio,  Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, and Wisconsin.

Broker Check

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors.

1. NC 5000: Heritage Financial was ranked by Inc. Magazine as one of the Fastest Growing Private Companies in the USA in 2011, 2012, 2013 and 2014. The magazine offers planners the opportunity to nominate themselves and are selected based on whether they are privately-owned, based in the United States, independent (not a subsidiary or division of another company); have started earning revenue by March 31st, 2013; had revenue no less than $100,000 in 2013; hadrevenue no less than $2,000,000 in 2016; and revenue in 2016 exceeds revenue in 2013 – along with a review of the reps’ revenue and tax documents they provide. 5000 firms are selected. https://www.inc.com/apply/guide Lincoln Financial Advisors Corp. and Heritage Financial Consultants, LLC are not affiliated with INC Magazine.

2. Baltimore Business Journal – Top Financial Planning Company: Heritage Financial Consultants was included on the Baltimore Business Journal’s 2018 list of Largest Financial Companies, ranking in the top ten by number of local-area professionals for the second year in a row. 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 CFP® 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.

3. Top Work Places: 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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©2019 Heritage Financial Consultants, LLC