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Heritage named a 2026 5-Star Wealth Management Team by InvestmentNews

Heritage named a 2026 5-Star Wealth Management Team by InvestmentNews

by Allyson Brocious | May 15, 2026 | In the News, News

Heritage Financial Consultants is pleased to announce its selection as a 2026 5-Star Wealth Management Team by InvestmentNews. This marks the second...
Welcome Mark Bresnahan

Welcome Mark Bresnahan

by Allyson Brocious | Apr 21, 2026 | In the News, News

Heritage Financial Consultants is pleased to announce that Mark Bresnahan has joined the firm as a Financial Planner. With over a decade of...
Forbes Best-In-State Wealth Advisors 2026

Forbes Best-In-State Wealth Advisors 2026

by Allyson Brocious | Apr 17, 2026 | In the News

Heritage is proud to announce that Forbes | SHOOK Research has named Brian Gracie, Brian Horn, and Stacey Spedden-Irrgang, as Best-In-State Wealth...
Heritage named a Best Place to Work for Financial Advisors in the USA by InvestmentNews

Heritage named a Best Place to Work for Financial Advisors in the USA by InvestmentNews

by Alison Moreland | Mar 24, 2026 | In the News, News

Heritage Financial Consultants is pleased to announce it has been named one of InvestmentNews’ Best Places to Work for Financial Advisors in...
Congratulations! Stacey Spedden-Irrgang

Congratulations! Stacey Spedden-Irrgang

by Alison Moreland | Feb 11, 2026 | In the News

We are proud to announce that Stacey Spedden-Irrgang has been named to the 2026 Forbes Top Women Wealth Advisors Best-In-State list. This...
Heritage Named to Baltimore’s Fast 50

Heritage Named to Baltimore’s Fast 50

by Alison Moreland | Nov 12, 2025 | In the News, News

Heritage Financial Consultants has been recognized by the Baltimore Business Journal as one of Greater Baltimore’s Fast 50 companies for 2025,...
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Recent Posts

  • Beyond the Adage: Rethinking ‘Sell in May’
  • Perception vs. Reality: The Spending Paradox
  • Heritage named a 2026 5-Star Wealth Management Team by InvestmentNews
  • The Rise of Global Equities: A Shift in Perspective
  • Strategies for Business Owners

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