Heritage Financial Consultants is pleased to announce its selection as a 2026 5-Star Wealth Management Team by InvestmentNews. This marks the second year in a row that the firm has received this distinction. For the 2026 cycle, this honor was awarded to only 97 elite teams nationwide.

Out of 772 nominations submitted across the country, Heritage was among the 12.6% of firms selected following a rigorous qualitative and quantitative review. Earning this recognition for two consecutive years reinforces Heritage’s commitment to providing sophisticated, client-focused financial planning and maintaining a high standard of industry leadership.

This achievement is a direct result of the continued trust our clients place in us and the tireless efforts of our team members to deliver excellence every day.

“Receiving this honor for the second year in a row is a proud moment for our firm,” said Brian Gracie, Founding Partner. “It reflects our team’s collective drive to not only meet but exceed the standard of service our clients deserve. We look forward to building on this momentum as we continue to help our clients navigate their financial futures with confidence.”

To view the full 2026 5-Star Wealth Management Teams list and learn more about the selection process, click here.

The 2026 5-Star Wealth Management Teams award issued by InvestmentNews on 5/12/26 for the 2025 year was awarded to Wealth Management Teams.  Winners were selected by the InvestmentNews editorial team through open nominations with the following criteria considered: Four or more advisors; Meaningful contributions to clients and the financial industry; Deep understanding of client needs; Notable impact achieved over the past 12 months, and Standout performance based on AUM and team results. No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.