We Believe in Making a Difference

We are Dedicated to helping the communities and clients we serve.

We care deeply about the communities in which we live and work, striving to make a real difference by actively supporting a range of charities.

We encourage all of our team members to get involved and help to make a difference, committing time and resources to board memberships, volunteer service, mentoring programs, event participation and support, charitable donations, and more.

Joining together to take action. 

We are proud to partner with these incredible organizations to impact change, care for those in need, and support improved quality of life in our communities

First Fruits Farms

  • Harvested over 10,000 pounds of potatoes to provide fresh produce to those in need in the Mid-Atlantic region.

Ronald McDonald House

  • Walked 200+ miles at the “Red Shoe Shuffle.”
  • Worked with the organization for 5+ years.

Franciscan Center

  • Brian Gracie was a proud recipient of the 2017 Spirit of St. Francis Award, presented by Kevin Wille.

Maryland Food Bank

  • Packaged 10,633 pounds of food to provide 8,860+ meals to food insecure Marylanders.
  • Donated 70+ hours of time.
Catholic Charities
  • Over 80 HFC employees have participated in the biannual Dragon Boat Race and Dragon Bowl.
  • Regular supporter of Catholic Charities and their partner programs.

Kennedy Krieger

  • Participated in the organization’s Festival of Trees 12+ years.

Who We Are

What We Do

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We are licensed in the following states. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Puerto Rico.

Insurance: Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois (IL), Indiana (IN), Iowa, Kentucky, Maine, Maryland, Massachusetts, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, and Wisconsin.

Heritage Financial Consultants

307 International Circle
Suite 390
Hunt Valley, MD 21030
P: 410-785-0033  F: 410-785-0044

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors and its representatives do not offer tax or legal advice.  Individuals should consult their tax or legal professionals regarding their specific circumstances. 

Not all registered representatives with our firm are able to offer advisory services.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.


Committed to your success.

© 2020 Heritage Financial Consultants, LLC