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Congratulations, Kathy Armstrong!

Congratulations, Kathy Armstrong!

by Amanda Lang | Jul 9, 2026 | In the News, News

Congratulations to Kathy Armstrong, recognized among the InvestmentNews $100M Club: Top Female Advisors 2026. This honor reflects the trust her...
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...
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  • Financial Independence: Measuring Your Progress
  • Congratulations, Kathy Armstrong!

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