Committed To Your Success

Take charge of your wealth and well-being with highly personalized financial planning.

Help Protect and grow your wealth in line with your personal values and goals.

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The Advantage of a Fresh Perspective.

DEDICATED TO THE CLIENTS AND COMMUNITIES WE SERVE.

Committed partnerships for an exceptional experience.

Our Recent Accolades.

Baltimore Sun

Named a Top Workplace by The Baltimore Sun (2019)

Baltimore Business Journal

Named one of the Largest Financial Planners in the Baltimore Area by The Baltimore Business Journal (2015, 2016, 2017, 2018, 2019)

Philadelphia Business Journal

Named one of the 30 Top Money Managers in the Philadelphia Area by The Philadelphia Business Journal (2018)

Baltimore Business Journal

Named one of the Fastest-Growing Private Companies in the Baltimore Area by The Baltimore Business Journal (2019)

WEALTH AND WELL-BEING BASED ON YOUR VALUES AND GOALS. 

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CLIENT ACCESS

We are licensed in the following states. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, Wyoming and Puerto Rico.

Insurance: Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois (IL), Indiana (IN), Iowa, Kentucky, Maine, Maryland, Massachusetts, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, Wisconsin and Wyoming.

Heritage Financial Consultants

307 International Circle
Suite 390
Hunt Valley, MD 21030
P: 410-785-0033  F: 410-785-0044

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

 

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

 

Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors.

 

Lincoln Financial Advisors 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.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here

CRN-3300127-102320

Committed to your success.

 

© 2020 Heritage Financial Consultants, LLC