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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...

Regina Beatty Sarasota Magazine 2025 Women of Influence

by Allyson Brocious | Aug 5, 2025 | In the News, News

Heritage is proud to announce that Regina Beatty has been named a 2025 Women of Influence by Sarasota Magazine. This list highlights the remarkable...

Heritage named 5-Star Wealth Management Team by InvestmentNews

by Amanda Lang | May 20, 2025 | In the News, News

​Heritage Financial Consultants Recognized as One of InvestmentNews’ 5-Star Wealth Management Teams We are proud to announce that Heritage has been...

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