HERITAGE FINANCIAL CONSULTANTS EARNS FORBES’ BEST-IN-STATE HONORS
Five named among the top wealth advisors in the state of Maryland for 2023
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 April of 2023, for the previous year. This is the third straight year that Brian Gracie, Brian Horn and Brent Fuchs have been named a Best-In-State Wealth Advisor, while John McCarthy and Stacey Spedden-Irrgang both celebrate their second straight honor. According to the full report, the 2023 Best-In-State Wealth Advisors list spotlights more than 7,000 financial professionals nationwide, out of more than 39,000 nominations, collectively managing nearly $11 trillion in assets.
“To be included with four of our other Heritage Financial Planning professionals listed within the Top 200 is a testament to the outstanding level of service that we strive to provide our clients,” said Brian Gracie, founding partner, Heritage Financial Consultants. “We push each other to be the very best every day.”
The Best in State Wealth Advisors award is independently produced by Forbes and is based on data from financial advisors, regulatory disclosures, and research by SHOOK. 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. The Heritage advisors were nominated for the award. Neither the advisor nor their parent firm paid a fee to Forbes or SHOOK for the nomination, receipt, or promotion of the award. The award was independently granted and member-ship in an organization was not required. Working with a Forbes Best in State Wealth Advisor is no guaran-tee of investment success.
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 as-sets 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 strategies, business ownership and succession, insurance and risk management, and employee benefit services. For more information, please visit www.heritageconsultants.com.
Media Contact: Matt Lund Maroon PR 443-983-0215 email@example.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.