Heritage Brings Additional Perspective With New Financial Advisor
HUNT VALLEY, Md. – Heritage Financial Consultants, LLC welcomes Joseph “Joe” Rice as their newest financial planner. A proud Baltimore area local and graduate of the University of Delaware and Loyola University Maryland, Rice will consult clients through a wide variety of strategies, including financial planning, retirement and income planning, risk management and investment management. He specializes in planning for law firms, medical practitioners, high net worth individuals, and families leasing gas rights.
“Joe is an excellent addition to our growing team!” said Brian Gracie, founding partner, Heritage Financial Consultants. “He is an outstanding person and advisor who will benefit greatly from our comprehensive wealth management platform.”
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 education and innovative financial solutions. In April 2020, Heritage Financial Consultants celebrated the company’s 21st anniversary, now with more than $4 billion assets under management across seven offices in Maryland, Virginia, Delaware and Florida.
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., and Miami, FL. Heritage Financial Consultants helps individuals, families and businesses gain a sense of security through comprehensive financial services including wealth management, retirement and estate planning, business ownership and succession, insurance and risk management, and employee benefit services. For more information, please visit www.heritageconsultants.com.
Joseph Rice is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors Corp. CRN-3143786-062920