Committed to Your Success
We have only one goal:
managing and growing your wealth in line with your personal values and goals and positively impacting your life over the long term.
We take a holistic approach to financial planning, maintaining a steadfast perspective on the “bigger picture” – and on you. The plans we collaborate on are meant to serve as roadmaps to long-term success, able to withstand the fluctuations of the market and manage risk-related challenges.
We provide the following services for individuals, families, and businesses:
Achieve Your Goals.
Personalized attention, professional guidance, and a true partnership.
Every team member you interact with is invested in your success. We take the time to understand you and your goals, leveraging our breadth and depth of knowledge to help ensure your long-term success.
A confident financial future.
Schedule a short conversation with one of our advisors to discuss your needs and pursue your goals.
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Katherine Armstrong CA Insurance License #4317524, Paul Baader CA Insurance License #0F61072, Regina Beatty CA Insurance License #1811881, Brian Gracie CA Insurance License # 0E24594, Julian Grubbs CA Insurance License #4373155, Brian Horn CA Insurance License #0F01680, Andrew Horowitz CA Insurance License #4480405, John McCarthy CA Insurance License #0D85649, Marc Neumann CA Insurance License #0F19982, Elizabeth Paal Goss CA Insurance License #4316724, Stacey Spedden-Irrgang CA Insurance License #4047232, Jay Spies CA Insurance License #0I98536.
Jay Spies AR Insurance License #13949343, Paul Baader AR Insurance License #7046113
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
Unless otherwise identified, Associates on this website are registered representatives of Osaic Wealth, Inc. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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.
© Heritage Financial Consultants, LLC