Help Protect and grow your wealth in line with your personal values and goals.
The Advantage of a Fresh Perspective.
DEDICATED TO THE CLIENTS AND COMMUNITIES WE SERVE.
Committed partnerships for an exceptional experience.
Nasser Ali, CFA®, CAIA, CFP®
Financial Planner
Andy Andrews, CFP®
Financial Planner
Kathy Armstrong, CFP®, CRPC®
Financial Planner
Paul M. Baader
Financial Planner
John Bradley, BFA™
Life Insurance Specialist & Financial Planner
Regina Beatty, CFP®, CRPC®
Partner
Mark D. Bookbinder
Financial Planner
Amy Brocious, CFP®
Partner
Kevin Byrne, CRPC®
Financial Planner
Michael T. Byrne, ChFC®
Partner
Courtney C. Caldwell, CMFC®
Registered Representative
Randy Chin, MBA, CRPC®, CRPS®
Financial Planner
Jack Christian, CFA®, CFP®
Financial Planner
Jeff Colbus
Registered Representative
Dave Cooper
Financial Planner
Jody Cooper Otterson
Financial Planner
Joe Dankowski
Financial Planner
Robert Ellrich, CFP®
Partner
Brent Fuchs, CFP®, CLU®, ChFC®, CRPC®
Partner
Richard Grace
Financial Planner
Brian Gracie, CLU®, ChFC®, REBC®
Founder & Financial Planner
Julian Grubbs, CRPC®
Financial Planner
Neil Gunter, CRPC®
Financial Planner
Brian Horn, CFP®, ChFC®
Partner
Evan Horn, CFP®
Financial Planner
Andrew Horowitz, CFP®
Financial Planner
Jeffrey Marchitto
Private Wealth Advisor
John G. McCarthy, III
Partner
Steve McDermott
Financial Planner
Arthur H. McGonigal, Jr., CFP®, ChFC®, CLU®, CMFC®, CRPC®
Partner
Arthur H. McGonigal, III
Financial Planner
Patrick Conor McMullen
Financial Planner
Stephen Merrill
Financial Planner
Joe Morgan
Financial Planner
Marc Neumann, ChFC®
Partner
Elizabeth R. Paal Goss, CFP®, CRPC®
Financial Planner
Chris Portner, CFP®
Financial Planner
Peter Sharpe, ChFC®, CRPC®, CLU®
Financial Planner
Matthew P. Sirpis
Financial Planner
Matthew Spedden
Financial Planner
Stacey A. Spedden-Irrgang, CRPC®, LUTCF®, FSCP®
Partner
Jay Spies, J.D., MPA
Financial Planner
Thomas Spray-Fry, CFP®, CLU®, ChFC®, CRPC®
Financial Planner
Gerard P. Viars, CLU®, ChFC®, CRPC®
Partner
Chuck Wolfe
Financial Planner
Eric Wyss, MBA, CFP®, AEP®, CLU®
Director of Financial Planning and Risk Management
Robert Ziegler
Financial Planner
Our Recent Accolades.
InvestmentNews
Heritage Financial Consultants was named a 2025 5-Star Wealth Management Team by InvestmentNews on 5/12/25 based on data from the preceding 12 months.1
Baltimore Business Journal
Heritage Financial Consultants was listed #21 by the Baltimore Business Journal on the 2025 50 Fastest-Growing Private Companies ranking issued on 11/4/25 for the 2022-2024 years.2
Baltimore Business Journal
Heritage Financial Consultants was listed #58 by the Baltimore Business Journal on the Largest Private Companies in the Greater Baltimore 2025 ranking on 11/16/25 based on data from 2024.3
See Disclosures page for additional details regarding these awards.
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This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV, AK, AR, HI, IA, ID, KS, KY, LA, MN, MO, MS, MT, ND, NM, NV, OK, PR, RI, SD, UT, VT, WA, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Heritage Financial Consultants
307 International Circle
Suite 390
Hunt Valley, MD 21030
P: 410-785-0033 F: 410-785-0044
Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
Not all registered representatives with our firm are able to offer advisory services.
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