The Money Managers ranking reflects Heritage’s rapid growth and success over the last several years. Since Heritage’s conception 20 years ago, we have expanded to serve clients throughout the east coast and currently have seven offices in Maryland, Delaware, Virginia and Florida. The Delaware offices, led by Gerard Viars and Brent Fuchs, are proud to be recognized as a top investment firm in the Philadelphia area. Viars and Fuchs lead a team of consultants in investment management, financial planning, estate planning, retirement planning, asset management and risk management for individuals. Both offices embody the Heritage goal; to provide clear, sound and personalized guidance to help our clients achieve their financial goals.
Heritage is honored to be recognized for our dedication and support given to the Philadelphia community. We are excited to continue to expand and serve those around us. Please contact us to find out how Heritage can help you.
The Top 30 Money Managers in the Philadelphia area award is independently produced by the Philadelphia Business Journal and is based on the ranking of local Philadelphia financial planning firms by assets under management. Heritage Financial Consultants, LLC (Heritage) was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Philadelphia Business Journal for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.