Five Star Wealth Manager program lists financial professionals in the Baltimore region who are committed to excellence
Hunt Valley, MD – March 13, 2017 – Heritage Financial Consultants, a preeminent Mid-Atlantic wealth management firm providing comprehensive financial services, today announced that seven of its Financial Planners have been named to Baltimore Magazine and Five Star Professional’s annual list of Five Star Wealth Managers.
Brian Gracie, Kathy Armstrong, Christopher Portner, John McCarthy, Thomas Spray-Fry, Harriet Doherty and Gary Horn were recognized in this year’s award program for their financial planning services.
Gracie, ChFC®, CLU®, REBC®, and Armstrong, MBA, CFP®, CRPC® have both been named to the award program for six years. Portner, M.S., CFP® has been recognized for four years, and McCarthy, Spray-Fry, CFP®, ChFC®, CLU®, CRPC® and Horn have each been named to the list for three years. Doherty, CLU®, CRPC® has been named to the program two years in a row.
“Finding a wealth manager who suits your unique needs can be a daunting task. Individuals and business owners must do thorough research and ask a lot of questions to find experienced advisors who they are comfortable with,” said McCarthy, a Partner at Heritage Financial Consultants. “The Five Star Wealth Manager program helps individuals identify advisors who meet critical criteria and can help simplify their search process. We are proud to have seven of our financial planners listed this year.”
To receive the Five Star Wealth Manager award, wealth managers must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality service to their clients. Factors considered include assets under management and client retention rates. Candidates undergo a through regulatory and compliant review. To see additional information on the Five Star Wealth Manager criteria and methodology, click here.
To learn more about Heritage Financial Consultants and its financial planners, please visit https://www.heritageconsultants.com/about-us/.
About Heritage Financial Consultants
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., Annapolis, Md., and Vienna, Va. Heritage Financial Consultants provides sense of security 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. 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.
Media Contact
Amanda Ratner
Abel Communications for Heritage Financial Consultants, LLC
Phone: 443-869-2197 ext. 144