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Heritage Financial Consultants
Heritage Financial Consultants is a full-service, independent financial planning and wealth management firm headquartered in Hunt Valley, MD, with 2 offices in Wilmington, DE; Towson, and Preston, MD; Collingswood, NJ; Greensburg, PA; Vienna, and Virginia Beach, VA; Fort Wayne, IN; and in Coral Springs, Sarasota, Naples, and Miami, FL. Heritage provides comprehensive financial services, investment management, retirement and estate planning, business ownership/succession, insurance/risk management, and employee benefit services for individuals, families, and businesses. 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.
Purpose
Heritage Financial Consultants is a financial planning firm, committed to serving as stewards of wealth for our clients nationwide. Our priority is to provide exceptional service, taking the time to comprehensively evaluate and understand our clients’ lifestyles and goals, working with their external advisors, and holding regular face-to-face meetings to build and execute holistic financial plans that positively impact their lives over the long term.
Vision
We approach the financial marketplace with a fresh perspective, leveraging our team’s expertise to identify opportunities and solutions that are innovative, flexible, risk-managed, objective, and effective.
Mission
Our mission is to help our clients comprehensively evaluate and address all aspects of their finances to protect and grow their wealth in line with their personal values and goals, positively impacting their lives and the lives of their families over the long term.
Additional Culture Details
Our team members truly enjoy working at Heritage Financial Consultants, which is evident through the average length of tenure, as well as the number of interns who seek full-time job opportunities here following graduation. We actively cultivate the growth of our team members, supporting them in pursuing various licenses and designations and providing them with opportunities to expand their skillsets and advance their careers. We work hard, but we also play hard; together, we make a real difference in the community not only by helping to grow the wealth of community members, but also by supporting charities that are important to us and our clients.