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.
Baltimore Sun
Heritage Financial Consultants was named a 2023 Top Workplace by The Baltimore Sun on 12/7/23 for the time period of 2023. The Baltimore Sun compiles its annual list of top places to work in the Baltimore area based on employee surveys conducted by Energage.1
Baltimore Business Journal
Heritage Financial Consultants was named by the Baltimore Business Journal to the Largest Wealth Management Firms in the Greater Baltimore area on 12/1/23 for the time period of 2023.2
Baltimore Business Journal
Heritage Financial Consultants was named by the Baltimore Business Journal to the Top 100 Private Companies in Greater Baltimore on 8/16/24 for the time period of 2023.3
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WEALTH AND WELL-BEING BASED ON YOUR VALUES AND GOALS.
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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.
Committed to your success.
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