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

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
F
561-869-6428

Naples, FL

999 Vanderbilt Beach Road
Suite 200
Naples, FL 34108
P: 239-325-1852
F: 239-325-1852

Miami, FL

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

Vienna, VA

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

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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, 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. 

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© 2020 Heritage Financial Consultants, LLC