← Back to In The News

Heritage Financial Consultants Named A 2018 Top Workplace

Wealth Management Firm Receives Baltimore Sun Award Second Year in a Row

Baltimore, MD. – Heritage Financial Consultants, an independent financial services and wealth management firm headquartered in Hunt Valley, MD, today announced that the company has been named a 2018 Top Workplace by The Baltimore Sun.

The Baltimore Sun’s Top Workplaces awards seek out the region’s best places to work through company nominations and determines the winners based on the results of employee feedback surveys provided by Energage, a company that conducts Top Workplaces surveys for dozens of news organizations across the country. The employee survey evaluates factors such as the company’s management and leadership, effectiveness, team values, employee engagement, and benefits and compensation. This is the second year in a row Heritage Financial Consultants has been recognized as a Top Workplace.

“I founded this company almost 20 years ago and I am so grateful to the men and women who have helped me shape it into the organization it is today,” said Brian Gracie, Partner, Heritage Financial Consultants. “I am so proud of our team and the work they have accomplished on behalf of our clients and our community.”

Heritage Financial Consultants work to positively impact their clients’ lives through education, service and diligently executed innovative financial solutions. In addition to encouraging a collaborative team approach to their work, Heritage also cultivates a corporate culture of giving back and caring for the community in which they serve. Team members are encouraged to get involved with organizations that are important to them while the company plans sponsorships and charity days to volunteer as a group.

“Our motto is ‘Work Hard. Play Hard. Make a Difference’ and I think it is evident in everything we do at Heritage Financial Consultants,” explained Kara Adamczyk, Client Relationship Manager, Heritage Financial Consultants. “The culture our leadership team has created empowers us to not only work together to reach our client goals, but also to make a positive impact on our community, and have fun while doing it.”

Heritage Financial Consultants was also recently recognized as a top financial planning company by the Baltimore Business Journal and included in Baltimore Business Journal’s 2017 list of Largest Financial Companies. Heritage Financial was ranked by Inc. Magazine as one of the Fastest Growing Private Companies in the USA in 2011, 2012, 2013 and 2014.

About Heritage Financial Consultants

Heritage Financial Consultants is a full-service, independent financial services and wealth management firm headquartered in Hunt Valley, Md. with offices in Wilmington, Del., Preston, Md., Vienna, Va., and Miami, FL. Heritage Financial Consultants helps individuals, families and businesses gain a sense of security through comprehensive financial services including wealth 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.

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. CRN-2339205-120518


Media Contacts:


Eve Butt                                                                               Anna Levendusky

Maroon PR                                                                         Maroon PR

443.878.7360                                                                     443.812.4253

Eve@MaroonPR.com                                                   Anna@MaroonPR.com