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Brian Gracie

CLU®, ChFC® , REBC®

Founder & Financial Planner

About Brian Gracie

Meet Brian

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, 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.

Certifications
  • Certified Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Registered Employee Benefit Consultant (REBC®)
Professional Associations
  • Sagemark Consulting Private Wealth Services
  • The Resource Group lifetime member
  • Baltimore Estate Planning Council 
  • The National Association of Insurance and Financial Advisors (NAIFA)
  • The Society of Financial Service Professionals (Past President)
  • Baltimore Life Underwriters Charitable Foundation (Founding Member)
Education
  • B.S., James Madison University
Community Involvement
  • First Tee of Maryland (Vice President, Board Member)
  • Golfers’ Charitable Association (Past President and Board Member)
  • Catholic Charities (Development Committee, Leadership Breakfast Committee)
  • Pathfinders for Autism Leadership Conference (Planning Committee)
  • Franciscan Center (Charter Member, Circle of St. Francis)
  • James Madison University (President Council Member)
Awards
  • Lincoln Financial Advisors (LFA) – Legacy Award Winner
  • Baltimore Magazine – Five Star Wealth Manager (2008-2019)
  • Chairman’s Council Qualifier 2002-2019

The Legacy Award is an internal recognition given to an individual who excels in sales and/or management achievements, educational attainments, service to organizations within our industry and in the community.

The 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.

LFA Chairman’s Council recognition is an internal recognition determined by annual sales amounts.

Brian Gracie's Team
Linda Brennan

Linda Brennan

Planner Assistant

Robert Fry

Robert Fry

Director of Operations

Silas Hoxie

Silas Hoxie

Registered Planner Assistant

Slater Ottenritter

Slater Ottenritter

Financial Planning Assistant

Jennifer Vancura

Jennifer Vancura

Director of Client Service

Primary Clients or Industries

Corporate executives of private and public companies

Business owners

High net worth individuals and families

Primary Service Areas

Financial planning

Investment management strategies

Estate/tax planning

Retirement planning

Business succession

Life, LTC, LTD insurance

brian.gracie@lfg.com

410-771-5656

410-785-0044

307 International Circle, Suite 390 Hunt Valley, MD 21030