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Eleven Heritage Financial Consultants’ Financial Professionals Receive Five Star Wealth Managers Award
May 11, 2023

Hunt Valley, Md. – Heritage Financial Consultants, a distinguished mid-atlantic wealth management firm providing comprehensive financial services, today announced that 11 of its financial professionals have been named to Five Star Professional’s annual list of Five Star Wealth Managers for 2023. Five Star Professional measures managers’ services through market-specific research criteria including active credentialing, a lack of investor complaints, retention rate, and relevant designations.

“We’re proud to have eleven of our financial professionals recognized as Five Star Wealth Manager award recipients. It is the culture of our firm to always put the client first. This award highlights our award winners and their ability to serve their respective clients.” Christopher Ruby, MBA, CFP®, Chief Operating Officer.

Heritage financial professionals Katherine Armstrong, Brian Gracie, John McCarthy, Brent Fuchs, Brian Horn, Stacey Spedden-Irrgang, Thomas Spray-Fry, Christopher Portner, Elizabeth Paal Goss, Andrew Horowitz, and Matthew Spedden were all recognized in this year’s award program on 01/01/2023 for their financial planning services, based on data from 04/18/22 through 10/21/22.

  • Katherine Armstrong, MBA, CFP®, CRPC® has been recognized for 12 years (2023; 2022; 2021; 2020; 2019; 2018; 2017; 2016; 2015; 2014; 2013; 2012).
  • Brian Gracie, CLU®, ChFC®, REBC® has been recognized for 12 years (2023; 2022; 2021; 2020; 2019; 2018; 2017; 2016; 2015; 2014; 2013; 2012).
  • John McCarthy has been recognized for 7 years (2023; 2022; 2021; 2020; 2017; 2016; 2015).
  • Brent Fuchs, CFP®, CLU®, ChFC®, CRPC® has been recognized for 7 years (2023; 2022; 2021; 2020; 2019; 2014; 2013).
  • Brian Horn, CFP®, ChFC® has been recognized for 6 years (2023; 2022; 2021; 2020; 2016; 2015).
  • Stacey Spedden-Irrgang, CRPC®, LUTCF has been recognized for 6 years (2023; 2022; 2021; 2020; 2015; 2013).
  • Thomas Spray-Fry, CFP®, ChFC®, CLU®, CRPC® has been recognized for 6 years (2023; 2022; 2021; 2017; 2016; 2015).
  • Christopher Portner, CFP®, has been recognized for 5 years (2023; 2017; 2016; 2014; 2013).
  • Elizabeth Paal Goss, CFP®, CRPC® has been recognized for 4 years (2023; 2022; 2021; 2020).
  • Andrew Horowitz, CFP®, has been recognized for 2 years (2023; 2015).
  • Matthew Spedden, has been recognized for 1 year (2023).

To receive the Five Star Wealth Manager Award, wealth managers must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality service to their clients. Factors considered include assets under management and client retention rates. Candidates undergo a through regulatory and compliant review. To see additional information on the Five Star Wealth Manager criteria and methodology, click here.

The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial professionals, regulatory disclosures, and FSP research. All advisors were independently nominated for the award. Neither the financial professionals nor their parent firm paid a fee to FSP for the nomination, receipt, or promotion of the award. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success.

Registered associates of Heritage Financial Consultants, LLC are registered representatives of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors. CRN-5677722-050923