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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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Risk Management /

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CRN-6599387-050324

The Advantage of a Fresh Perspective.

DEDICATED TO THE CLIENTS AND COMMUNITIES WE SERVE.

Committed partnerships for an exceptional experience.

Our Recent Accolades.

Baltimore Business Journal

Heritage Financial Consultants was named a Largest Wealth Management Firm in the Greater Baltimore Area on 12/2/2022 based on data from2021 by the Baltimore Business Journal. We have received this recognition since 2015.1

Baltimore Business Journal

Heritage Financial Consultants was named a Top 100 Private Companies in the Greater Baltimore Area on 11/07/2022 based on data from 2020 and 2021 by the Baltimore Business Journal.2

Baltimore Business Journal

Heritage Financial Consultants was named to the Fast 50 list of fastest-growing companies in the Greater Baltimore Area on 10/10/2022 based on revenue data from 2018-2020 by the Baltimore Business Journal.3

Baltimore Sun

Heritage Financial Consultants was named to the Top Workplaces in the Greater Baltimore Area on 11/1/2022 based on data for 2022 by Baltimore Sun Media. We have received this recognition from 2017-2020, 2022.4

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

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Katherine Armstrong CA Insurance License #4317524, Regina Beatty CA Insurance License #1811881, Richard Grace CA Insurance License #4066938, Julian Grubbs CA Insurance License #4373155, Brian Horn CA Insurance License #0F01680, John McCarthy CA Insurance License #0D85649, Art McGonigal Jr CA Insurance License #0B66096, Artie McGonigal III CA Insurance License #4302122, Marc Neumann CA Insurance License #0F19982, Elizabeth Paal Goss CA Insurance License #4316724, Christopher Portner CA Insurance License #2123682, Stacey Spedden-Irrgang CA Insurance License #4047232, Jay Spies CA Insurance License #0198536.

Jay Spies AR Insurance License #13949343.

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-6538497-040924

Committed to your success.

 

© 2024 Heritage Financial Consultants, LLC

 

1 The Largest Wealth Management Firms in the
Baltimore area award is independently produced
by the Baltimore Business Journal and is based on
the rankings of local Baltimore financial planning
firms by the number of registered representatives.
Heritage was independently nominated for this
award. Neither Heritage nor its parent firm pay a fee
to the Baltimore Business Journal for the nomination,
receipt, or promotion of the award. The award was
independently granted, and membership in an
organization was not required.

For more information, please visit: https://www.bizjournals.com/baltimore/subscriber-only/2022/12/02/largest-wealth-management-firms-in-greater-baltimore.html

2 Heritage Financial Consultants submitted an
application to the Baltimore Business Journal to
be considered for the Top 100 Private Companies
award. To qualify, a company must have headquarters
in Greater Baltimore and submit their previous
year’s revenue. The current listing is ranked by 2021
revenue, but also includes 2020 revenue. No fee was
required for nomination, receipt, or promotion of this
award which was independently granted. Neither a
membership or subscription to the BBJ was required
to apply or be considered for the award. The
Presenting Sponsor and accounting/management
partner, SC&H Group, completed an independent
verification of revenue figures to confirm that the
submitted revenue information was accurate.

For more information, please visit: https://www.bizjournals.com/baltimore/subscriber-only/2022/08/19/top-100-private-companies-in-greater-baltimore.html

3 Heritage Financial Consultants submitted an
application to the Baltimore Business Journal to
be considered for the Fastest Growing Private
Companies award. Fastest-growing Private
Companies are the businesses that have shown
incredible revenue growth over a 3-year span.
To qualify, a company must have headquarters in
Greater Baltimore. The Fast 50 List is ranked by
highest average percent change in revenue in the
3-year span from 2018 to 2020. To be eligible,
companies had to have revenue of at least $100,000
in 2018 and $ 1 million in 2020. No fee was required
for nomination, receipt, or promotion of this award
which was independently granted. Neither a
membership or subscription to the BBJ was required
to apply or be considered for the award. The
Presenting Sponsor and accounting/management
partner, SC&H Group, completed an independent
verification of revenue figures to confirm that the
submitted revenue information was accurate.

For more information, please visit: https://www.bizjournals.com/baltimore/

4 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 benefi ts and compensation. We
applied for the award. Neither the advisors nor their
parent firm pay a fee to the Baltimore Sun for the
nomination, receipt, or promotion of the award. The
award was independently granted, and membership
in an organization was not required.

For more information, please visit: https://www.baltimoresun.com/business/topworkplaces/