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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...
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...
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,...
Heritage Welcomes Christina Close as Chief Operating Officer

Heritage Welcomes Christina Close as Chief Operating Officer

by Amanda Lang | Aug 18, 2025 | In the News, News

Heritage Financial Consultants is proud to announce that Christina Close has joined the firm as Chief Operating Officer, effective August 2025. In...
Christopher Ruby Named Director of Business Development & Advisor Experience at Heritage Financial Consultants

Christopher Ruby Named Director of Business Development & Advisor Experience at Heritage Financial Consultants

by Amanda Lang | Aug 11, 2025 | In the News, News

Heritage Financial Consultants is pleased to announce the appointment of Christopher Ruby as Director of Business Development & Advisor...
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