Brian 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 is a lifelong Baltimorean, who resides in Reisterstown, Maryland with his wife. He is an avid golfer, enjoys all sports, and is a seasoned traveler who enjoys visiting new places.

¹An internal Osaic FA organization of top planners who focus on clients in the high net worth market.

²The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Osaic FA.

³The Premier Partners® Program represents a superior level of achievement earned by financial professionals and field managers for their commitment to client service, professionalism and business production.

⁴The Five Star Wealth Manager award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Brian Gracie was nominated for this award. Neither the advisors nor their parent firm paid a fee to FSP for the nomination or receipt of the award. A fee of $6950 was paid for the promotion of this award in Baltimore Magazine.  The award was independently granted and membership in an organization was not required.   Working with a Five Star Wealth Manager is no guarantee of investment success. For more information please visit https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf