Preeminent East Coast Wealth Management and Financial Services Firm Opens 7th location
Baltimore, Md. – Heritage Financial Consultants, a private, full service, independent wealth management firm, today announced that the company has expanded its presence in South Florida with the opening of an office in Naples, the second Heritage office in the state of Florida. Heritage Financial Consultants’ office is located at 999 Vanderbilt Beach Road, Suite 200.
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. With a reputation built on lasting relationships, Heritage Advisors approach each client individually, ensuring success through an advanced design team analysis and the delivery and implementation of detailed wealth and estate planning strategies.
“We are thrilled to be expanding our financial services and wealth management footprint in South Florida through the opening of our Naples office,” explained Brian Gracie, Founder, Heritage Financial Consultants. “We look forward to getting to know the Naples community and crafting successful financial plans that will benefit families now and in the future.”
Brian Gracie founded Heritage Financial Consultants in 1999. A member of Lincoln Financials’ Premier Partner, Resource Group, Private Wealth Services, and Executive Consulting Group, Brian provides comprehensive wealth management services and specializes in working with successful corporate executives, business owners and high net worth families. Actively engaged in helping people in his community in need, Brian serves on the 1st Tee of Baltimore and Golfer’s Charitable Foundation Boards and volunteers with The Franciscan Center, Baltimore Urban Young Life, and Our Daily Bread on a consistent basis.
In April 2019, Heritage Financial Consultants will celebrate the company’s 20th anniversary, boasting more than $4 billion assets under management across 7 offices in Maryland, Virginia, Delaware and Florida.
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., and Miami, FL. 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.
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-2443419-022819
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