For the third consecutive year, Heritage Financial Consultants has been named a Top Workplace in the greater Baltimore region by the Baltimore Sun Media group based on confidential surveys of employees.

During the 20th anniversary year of Heritage Financial Consultants, John McCarthy, Partner, believes it is their employees that are the most important aspect to the company. “We have built an incredible culture at HFC and we believe that culture is one of the many things that makes it special to work at our firm. We have built a firm that wants the staff to stay connected among all our offices we have and created a work environment where everyone thrives and wants to help everyone grow professionally.”

In 2019, Heritage Financial Consultants moved up in the rankings and landed in the #17 spot for the small employer category, which includes companies with 35-49 employees in the Baltimore region. In 2018 Heritage Financial Consultants was ranked at #23 and #84 in 2017.

Heritage Financial Consultants celebrated the company’s 20th anniversary in April, boasting more than $4 billion assets under management across 7 offices in Maryland, Virginia, Delaware and Florida with more than 64 total staff members and 31 advisors.

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. 

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