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 peace of mind 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. 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.
Heritage Financial Consultants Baltimore Metro-Area Partners Brian Horn, Amy Brocious, Stacey Spedden-Irrgang, Brian Gracie and John McCarthy.
Heritage Financial Consultants is active in the Baltimore-metro community, supporting events such as Catholic Charities' bi-annual Dragon Boat Race.
Heritage Financial Consultants works with individuals, families and businesses to help them achieve their unique financial goals through comprehensive wealth management and retirement planning.
For nearly 20 years Heritage Financial Consultants has been an enduring member of the Baltimore-area community, supporting events including Catholic Charities' Dragon Bowl.