Heritage Financial Consultants is pleased to announce it has been named one of InvestmentNews’ Best Places to Work for Financial Advisors in the USA for 2026. This national recognition honors financial advisory firms that demonstrate a sustained commitment to creating exceptional workplace environments for their advisors and staff. 

“This award is a true reflection of the incredible people at Heritage and reinforces our commitment to building an environment where top talent can do their best work.” — Brian Gracie, Founder, Heritage Financial Consultants 

The Best Places to Work program evaluates firms through a rigorous two-part process, assessing both employer-provided information on workplace policies, benefits, and practices, and confidential employee survey responses measuring engagement and satisfaction. Firms are ranked based on their combined scores, with recognition extended to those that set the standard for workplace excellence in the financial advisory profession. 

The program was created to shine a light on firms leading the way in advisor support, professional development, and organizational culture, and to help financial professionals make informed decisions about where they build their careers.

To see the full list of honorees, explore the digital edition of InvestmentNews’ March 2026 issue by clicking here. 

About Heritage Financial Consultants
Heritage Financial Consultants has over $11 billion client invested assets (as of 12/31/2025) and provides customized financial planning to meet the needs of families, individuals, and businesses. Founded in 1999, Heritage has 13 offices across Delaware, Florida, Indiana, Maryland, New Jersey, Ohio, and Virginia. 

The 2026 Best Places to Work for Financial Advisors award issued by InvestmentNews on 3/24/26 for the 2025 year. No fee was paid for the nomination or receipt of the award; however, $995 was paid for use of the e-medal badge. See Disclosures page for additional details regarding these awards.