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Heritage named 5-Star Wealth Management Team by InvestmentNews
May 20, 2025

​Heritage Financial Consultants Recognized as One of InvestmentNews’ 5-Star Wealth Management Teams

We are proud to announce that Heritage has been named one of InvestmentNews’ 5-Star Wealth Management Teams — an honor awarded to just 100 firms nationwide.

This prestigious recognition celebrates top-performing wealth management teams that have demonstrated excellence in both client growth and retention. It is a reflection of our team’s commitment to delivering outstanding service and meaningful results for the clients and communities we serve.

Nominees for this national award included advisory teams made up of four or more advisors. Evaluation criteria focused on:

  • Meaningful contributions to clients and the financial industry
  • A deep understanding of client needs
  • Notable impact achieved over the past 12 months
  • Standout performance based on assets under management (AUM) and team results

The IN team carefully reviewed all nominations, evaluating how each advisory team made a significant difference for their clients and within the broader financial services industry.

“We are deeply honored to be included among the top 5-Star Wealth Management Teams in the country,” said Founder, Brian Gracie. “This recognition underscores the strength of our team, the trust of our clients, and our ongoing dedication to helping families and individuals reach their financial goals.”

We thank our clients for their continued trust, and our team for their passion, integrity, and excellence.

To see the full list of honorees, explore the digital edition of InvestmentNews’ May issue by clicking here.

About Heritage Financial Consultants
Heritage Financial Consultants has over $10 billion client invested assets (as of 12/31/2024) and provides customized financial planning to meet the needs of families, individuals, and businesses. Founded in 1999, Heritage has 14 offices across Delaware, Florida, Indiana, Maryland, New Jersey, Ohio, Pennsylvania, and Virginia.

There is no fee to be nominated or selected for this award. Inclusion in the InvestmentNews 5-Star Wealth Management Teams list is not indicative of an advisor’s or firm’s future performance.