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John G. McCarthy III

Partner & Financial Planner

About John G. McCarthy III

Meet John

John G. McCarthy, III has been a financial planner since 1993, when he affiliated with Lincoln Financial Advisors (LFA). Primarily focusing on financial planning and investment management solutions for high net worth clients and executives, John has been consistently listed on the top 100 advisors nationally (Top of Council) and continues to be nationally recognized as one of the firm’s top 40 advisors (President’s Club) in the country (see membership & award disclosures below).

John’s mission is focused primarily on financial planning and investment management programs for executives, business owners and high net worth families.

John’s passion is staying connected to his peers to remain on the cutting edge of financial planning knowledge. He is a member of The Resource Group (composed of top advisors nationally) and sits on the Investment Committee. John was born and lived in Beirut, Lebanon, until the age of 4 when he moved to London, England; spent his time between London and Geneva, Switzerland, before coming to the United States to attend college.

He lives in Baltimore with his two children (Aidan and Nadiya) and enjoys golf, tennis, running, reading, and traveling. CRN-3463528-022321

Certifications
  • FINRA Series 6, 7, 63, and 65 registered
  • Registered Investment Advisor Representative
  • Life and Health insurance licensed
Professional Associations
  • Financial Planning Association of Maryland
Education
  • B.A., Washington College
Awards
  • Million Dollar Round Table

The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®.  Members must meet a certain level of premium, commission or income during the year and must also adhere to strict ethical standards.  John McCarthy applied for this membership and a fee of $550 was paid to be a member. There were no fees to promote the membership.

Membership in The Resource Group is based on the top 200 planners within LFN’s independent broker-dealer Lincoln Financial Advisors (LFA). The goal of TRG is to collaborate and share intellectual capital – including financial planning expertise, resources, networking opportunities and practice management strategies – to help drive practice development among advisors and provide industry-leading service to clients.

LFN’s President’s Club is an internal recognition based on sales as well as good standing with the firm and FINRA.

LFA Top of Council recognition is an internal recognition determined by annual sales amounts.

John G. McCarthy III's Team
Leanne Baldwin

Leanne Baldwin

Client Relationship Analyst

Jacob Fenlason

Jacob Fenlason

Client Relationship Manager

Zachary Foertschbeck

Zachary Foertschbeck

Client Relationship Analyst

Pratt Rexford

Pratt Rexford

Planner Assistant

Primary Clients or Industries

Hospitals

Corporations

Families

High net worth individuals

Primary Service Areas

Investment management practices

Financial planning

Estate planning

Asset management

Risk management

john.mccarthy@lfg.com

410-771-5677

410-785-0044

Connect Via LinkedIn

307 International Circle, Suite 390 Hunt Valley, MD 21030

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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, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, Wyoming 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, Wisconsin and Wyoming.

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. 

Not all registered representatives with our firm are able to offer advisory services.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here

CRN-3372080-121520 

Committed to your success.

 

© 2020 Heritage Financial Consultants, LLC

 

1 The Top Workplace award is independently produced by the Baltimore Sun and is based on employee feedback via a 50 question survey.  Heritage Financial Consultants, LLC (Heritage) applied for this award.  Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Sun for  the nomination, promotion or receipt of this award.  This award was independently granted and a membership in an organization was not required. 

2 The Largest Financial Planners in the Baltimore area award is independently produced by the Baltimore Business Journal and is based on the ranking of local Baltimore financial planning firms by the number of registered representatives. Heritage was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Business Journal for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.

3 The Top 30 Money Managers in the Philadelphia area award is independently produced by the Philadelphia Business Journal and is based on the ranking of local Philadelphia financial planning firms by assets under management. Heritage Financial Consultants, LLC (Heritage) was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Philadelphia Business Journal for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.

4 The Fastest-Growing Private Companies in the Baltimore area award is independently produced by the Baltimore Business Journal and is based on the ranking of private local Baltimore companies by annual revenue growth. Heritage Financial Consultants, LLC (Heritage) was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Business Journal for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.