HERITAGE FINANCIAL CONSULTANTS EARNS FORBES’ BEST-IN-STATE HONORS
Five named among the top wealth advisors in the state of Maryland
HUNT VALLEY, Md. – Heritage Financial Consultants, LLC a preeminent Mid-Atlantic wealth management firm providing comprehensive financial services today announced that Forbes has named Brian Gracie CLU®, ChFC®, REBC®, Brian Horn CFP®, ChFC®, Brent Fuchs CFP®, CLU®, ChFC®, CRPC®, John McCarthy and Stacey Spedden-Irrgang CRPC®, LUTCF® as Best-In-State Wealth Advisors for Maryland in 2022. Brian Gracie, Brian Horn and Brent Fuchs have been named a Best-In-State Wealth Advisor in both 2021 and 2022, while John McCarthy and Stacey Spedden-Irrgang have both been named for the first time in 2022. According to the full report, the 2022 Best-In-State Wealth Advisors list spotlights more than 6,500 advisors nationwide, out of more than 34,000 nominations.
“Heritage Financial Consultants is proud to once again showcase our financial planning team on a national scale by being added to this prestigious list,” said Brian Gracie, founding partner, Heritage Financial Consultants. “It’s a testament to the outstanding and consistent quality our entire team brings to our clients every day.”
Each Best-In-State Wealth advisor—selected by SHOOK Research— are judged based on an algorithm of qualitative criteria, gleaned through telephone and in-person due diligence interviews, as well as quantitative data. Advisors must have a minimum of seven years’ experience to qualify, with the algorithm weighing additional considerations such as revenue trends, assets under management, compliance records, and industry experience. Neither Forbes nor SHOOK received a fee in exchange for nomination, receipt or promotion of these rankings. This award was independently granted.
Led by founder, Brian Gracie, Heritage Financial Consultants aims to make a positive impact on the lives of their clients, and their clients’ families, through education and innovative financial solutions. Well into its second decade of existence, Heritage Financial Consultants holds more than $6 billion in client-invested assets across 12 offices in Maryland, Virginia, Delaware, Florida, Pennsylvania and New Jersey.
About Heritage Financial Consultants
Heritage Financial Consultants is a full-service, independent financial services and wealth management firm headquartered in Hunt Valley, Md. with offices in Wilmington, Del., Preston, Md., Vienna, Va., Greensburg, Pa., four locations in Florida (Miami, Boca Raton, Naples and Sarasota) and in Collingswood, NJ (just outside of Philadelphia, Pa.). Registered associates of Heritage Financial Consultants are registered representatives of Lincoln Financial Advisors, a broker/dealer (Member SIPC) and registered investment advisor. Heritage Financial Consultants helps individuals, families and businesses gain a sense of security through comprehensive financial services including wealth management, retirement and estate planning, business ownership and succession, insurance and risk management, and employee benefit services. For more information, please visit www.heritageconsultants.com.
Brian Gracie, Brian Horn, Brent Fuchs, John McCarthy and Stacey Spedden-Irrgang are registered representatives of Lincoln Financial Advisors Corp. Securities and investment 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 Corp.