Heritage Financial Consultants Named Best Places to Work for Financial Advisers by InvestmentNews
May 12, 2020

InvestmentNews has recognized Heritage Financial Consultants as one of their 2020 Best Places to Work for Financial Advisers. The InvestmentNews list ranks the top 75 firms nationally based on employer and employee surveys, evaluating company culture, benefits, career paths and more. Heritage is proud to be ranked within the top 25 firms.

The InvestmentNews award recognizes Heritage’s dedication to creating an environment for our advisers to excel. John McCarthy, partner, emphasizes that it is Heritage’s employees that are the company’s most important assets. “We have built an incredible culture at HFC and we believe that culture is one of the many things that makes it special to work at our firm. The success of our clients is our primary goal and we are excited to continue to provide the best place for our advisers to reach that goal. We have built a firm that wants the staff to stay connected among all our offices we have and created a work environment where everyone thrives and wants to help each other grow professionally.”

The strong workplace culture at Heritage allows our employees to reach their goals. George Moriarty, InvestmentNews chief content officer, said the honorees are “role models to the industry, in that they empower advisers to focus on delivering exceptional services to their clients.”


The Top Work Places for Financial Advisors award from InvestmentNews award recognizes standout employers in the financial advice industry. These firms, ranging from small practices with fewer than 20 people to large companies with hundreds, invest in creating a work atmosphere and culture that attracts the best employees. The annual list of top firms is compiled by Best Companies Group through online employee and employer surveys. The collected information is combined to determine the strengths of each of the firms that voluntarily participate in the program and each workplace is ranked on this data. Heritage Financial Consultants, LLC had applied for this award. Heritage did not pay a fee to InvestmentNews for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.