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...
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...
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...
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,...
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...
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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