Heritage Financial Consultants Named A Top Workplace For 2022
January 17, 2023


Wealth Management Firm Receives Baltimore Sun Award for Fifth Time 

HUNT VALLEY, Md. (December 21, 2022) – Heritage Financial Consultants, an independent financial services and wealth management firm headquartered in Hunt Valley, Maryland, today announced that the company has been named a 2022 Top Workplace by The Baltimore Sun. This is the fifth time in the last six years that Heritage Financial Consultants has been recognized as a Top Workplace.

“We continue to find that you need to adapt to maintain a culture, and we strive for that every day when our employees walk through the door, no matter the location,” said John McCarthy. “‘Work Hard. Play Hard. Make a Difference’ is a quote on our wall, but it goes beyond just a phrase; we are very proud of the work environment created where everyone thrives and challenges each other to grow professionally.”

For over 23 years, Heritage Financial Consultants has worked to positively shape their clients’ lives through a holistic approach to financial planning, maintaining a steadfast perspective on the “bigger picture”. In addition to encouraging a collaborative team approach to their work, Heritage also cultivates a corporate culture of giving back and caring for the communities in which they serve. Team members are encouraged to get involved with organizations that are important to them while the company plans sponsorships and charity days to volunteer as a group.

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 diligently-executed 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.

The Baltimore Sun’s Top Workplaces awards seek out the region’s best places to work through company nominations and determines the winners based on the results of employee feedback surveys provided by Energage, a company that conducts Top Workplaces surveys for dozens of news organizations across the country. The employee engagement survey of 24 questions gathers responses regarding issues relating to workplace culture, including things such as the company’s alignment, leadership, benefits and compensation and more.

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




The Top Workplace award is independently produced by the Baltimore Sun and is based on employee feedback via a 50-question survey.  Heritage Financial Consultants, LLC (Heritage) applied for this award.  Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Sun for the nomination, promotion or receipt of this award.  This award was independently granted and a membership in an organization was not required.