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410.785.0033
Independence with the backing you need. Tools, expertise, and a team committed to your success.
After spending almost a decade at Morgan Stanley, I made the move to Heritage two years ago. Both my clients and I have been blown away with the smart investment ideas, the hard-working culture, and the primary focus of protecting and growing client assets. Heritage helped make the transition for my clients very smooth and I couldn’t be happier I made the switch.
The 2026 Best Places to Work for Financial Advisors award issued by InvestmentNews on 3/24/26 for the 2025 year. No fee was paid for the nomination or receipt of the award; however, $995 was paid for use of the e-medal badge. See Disclosures page for additional details regarding these awards.
Your Resources
Systems/Best Practices
- Group sharing of defined processes that can be replicated in your practice
- Group templates and processes for client meetings (Financial Plans, Annual Reviews, Client Check-up Meetings, etc.)
- Group templates for life, disability, and long-term care insurance quotes
Insurance Planning
- Pre-sale advisor support for the gathering of life, disability and long-term care insurance quotes and placed into client-facing quote templates.
- Underwriting support to track policies from submission to issuance.
Financial Planning Department
- Access to dedicated Heritage staff for the creation and updating of financial plans.
- Access to our broker-dealer’s national planning department for no additional fee.
- Monthly client-focused planning newsletter.
Marketing Department
- Centralized graphic creation and management of monthly marketing calendar content.
- Centralized management of compliance approval numbers for shared marketing templates.
- Brand consistency and formatting of content distributed by the financial planning and investment planning departments.
- Assistance with mass client email distributions through Constant Contact.
Investment Planning Department
- Weekly investment client communications
- Weekly advisor notes
- Heritage custom model management
- Heritage investment proposal template
- Investment proposals with talking points
Group Influence
- Access to key stakeholders of leadership team at Osaic, Inc. due to size of the firm.
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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.
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