Brian W. Gracie has been instrumental in the growth of Heritage Financial Consultants as both a Founder and a Managing Partner. He has worked in the financial field since 1989, specializing in asset management, estate planning strategies, and financial planning for individuals and business owners. He concentrates on the private wealth management arena, with a focus on the financial planning process.  

Brian’s clients include high net worth individuals and families, professionals, business owners, executives of private and public companies, as well as foundations and trusts.  

Brian and his wife, Gina, split their time between Timonium, MD, and Naples, FL. They have two adult children, one of whom, Claire, is part of his advisory team. He is an avid golfer, enjoys all sports, and is active in various charities including First Tee of Baltimore, Catholic Charities, and the Franciscan Center of Baltimore. 

¹The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Osaic Wealth.

²Click here to read disclosures for The Five Star Wealth Manager award. 

³Forbes “Best-in-State Wealth Advisors” list, (April, 2024). The ranking for this list by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.