< BACK TO ALL PLANNERS & STAFF

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 and the Partners of Heritage have been profiled in Worth Magazine for the past several years. He has also been listed in Baltimore magazine as a “Five Star Wealth Manager” for twelve years in a row. 

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)
Awards
  • Lincoln Financial Advisors (LFA) – Legacy Award Winner
  • Baltimore magazine – Five Star Wealth Manager (2008-2019) 
  • Chairman’s Council Qualifier 2002-2019
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)
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