Our Office Locations

Our Headquarters

307 International Circle
Suite 390
Hunt Valley, MD 21030
P: 410-785-0033
F: 410-785-0044

Preston, MD

147 Main Street
P.O. Box 40
Preston, MD 21655
P: 877-978-8300
F: 877-978-9400

Towson, MD

210 Allegheny Avenue
Suite 310
Towson, MD 21204
P: 410-825-3569
F: 410-825-2062

Wilmington, DE

2036 Foulk Road
Suite 104
Wilmington, DE 19810
P: 302-529-1320
F: 302-529-1324

Wilmington, DE

1601 Milltown Road
Suite 9
Wilmington, DE 19808
P: 302-992-0600
F: 302-892-3384

Boca Raton, FL

5355 Town Center
Suite 401
Boca Raton, FL 33486
P: 561-869-6427

Miami, FL

9100 S. Dadeland Boulevard
Suite 300
Miami, FL 33156
P: 305-570-1801
F: 305-570-1906

Naples, FL

999 Vanderbilt Beach Road
Suite 300
Naples, FL 34108
P: 239-325-1852
F: 239-325-1852

Sarasota, FL

6151 Lake Osprey Drive
Suite 300
Sarasota, FL 34240
P: 724.834.8100
F: 724.834.8109

Vienna, VA

8219 Leesburg Pike
Suite 200
Vienna, VA 22182-2625
P: 703-749-5051
F: 703-749-5061

Greensburg, PA

One Northgate Square
Second Floor
Greensburg, PA 15601
P: 724.834.8100
F: 724.834.8109

Collingswood, NJ

900 Haddon Ave
Suite 432
Collingswood, NJ 08108
P: 856.644.7350
F: 856.644.7351

Margate City, NJ

201 North Monroe Avenue
Margate City,
NJ 08402
P: 856.644.7350
F: 856.644.7351


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We are licensed in the following states. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Puerto Rico.

Insurance: Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois (IL), Indiana (IN), Iowa, Kentucky, Maine, Maryland, Massachusetts, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, and Wisconsin.

Heritage Financial Consultants

307 International Circle
Suite 390
Hunt Valley, MD 21030
P: 410-785-0033  F: 410-785-0044

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors and its representatives do not offer tax or legal advice.  Individuals should consult their tax or legal professionals regarding their specific circumstances. 

Not all registered representatives with our firm are able to offer advisory services.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.


Committed to your success.

© 2020 Heritage Financial Consultants, LLC