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, helping our clients evaluate and address all aspects of their finances and protecting and growing their wealth in line with their personal values and goals. 

Our highly educated advisors possess key licenses that speak to their ability to provide professional guidance, and together, our team is knowledgeable, trustworthy, and attentive to the needs of all of our clients. Leveraging our team's expertise, we approach the financial marketplace with a fresh perspective to identify opportunities and solutions that are innovative, flexible, risk-managed, objective, and effective.

We proactively engage with our clients'​ full team of trusted advisors to enhance our strategies and strengthen our plans for each unique situation and to help ensure that all of their needs are being met. We also conduct regular, face-to-face meetings to ensure that their plan aligns with their lifestyle and addresses any relevant changes to laws or regulations. We take pride in cultivating meaningful relationships and building and executing holistic financial plans that positively impact our clients'​ lives over the long term. 

Registered associates of Heritage Financial Consultants are registered representatives of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., (member SIPC) a broker/dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors. Securities offered to residents of AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY, and PR.

CRN-5205627-111822


Finance

Insurance

Investment Management

Heritage Financial Consultants LLC

Heritage Financial Consultants LLC's headquarters in Hunt Valley, MD, United States

Office 200 in Florida likely focuses on financial planning support services, including paraplanning and client assistance.

This department focuses on managing client relationships and ensuring customer satisfaction through support and service delivery.

Client Services

The Financial Planning Team at Heritage Financial Consultants LLC is dedicated to creating and implementing customized financial strategies that align with clients' unique values and goals. Comprising experienced financial planners and support staff, the team conducts comprehensive assessments of clients' financial situations, collaborates with their network of advisors, and provides ongoing guidance to ensure that each financial plan remains relevant and effective amidst changing circumstances. Through regular communication and relationship-building, they strive to enhance clients' wealth while securing long-term financial well-being.

Financial Planning Team

The Client Management Team at Heritage Financial Consultants LLC is dedicated to fostering and maintaining strong relationships with clients. This team works closely with clients to understand their unique financial needs and goals, ensuring that their plans are tailored to their lifestyles. They conduct regular meetings, collaborate with other advisors, and provide comprehensive support to help clients navigate financial complexities and maintain alignment with evolving laws and regulations. Their proactive engagement ensures clients receive exceptional service and strategic, holistic financial planning that enhances their long-term financial well-being.

Client Management Team

This department provides financial planning and advisory services to clients, helping them manage their finances effectively.

Financial Services

This department focuses on managing and fostering relationships with clients to ensure satisfaction and engagement.

Client Relations

The Leadership Team at Heritage Financial Consultants LLC is responsible for setting the strategic direction of the firm while ensuring that the company’s values and mission are upheld. Comprising the Chief Operations Officer, Founders, and CFO, this team leads high-level decision-making, evaluates operational efficiencies, and fosters a culture of innovation and client service excellence. They work collaboratively to oversee financial planning practices, enhance team performance, and strengthen client relationships, ultimately guiding the firm in its commitment to safeguarding and growing clients' wealth.

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People (5)

Jobs (0)

Other teams

Financial Planning Team

Client Management Team

Financial Services

Client Relations

Leadership Team

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People (5)

Jobs (0)

Other teams

Financial Planning Team

Client Management Team

Financial Services

Client Relations

Leadership Team

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