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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 and continues to be nationally recognized as one of the firm’s top 40 advisors in the country.

John’s mission is focused primarily on financial planning and investment management programs for executives, business owners and high net worth families. His commitment to excellence in his career has been frequently acknowledged – John has been featured in WORTH magazine for 2012-2014 and recognized in 2017 as a top advisor by SmartCEO magazine.

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), sits on the Investment Committee, and has qualified for the Million Dollar Roundtable for the last 22 years. 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.

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
Awards
  • SmartCEO magazine – Top Advisor (2017)
  • WORTH magazine (2012-2014)
  • Million Dollar Round Table qualifier (MDRT)

SmartCEO identified the region’s best-run companies and invited the CEO and a member of the executive team to be interviewed on camera by SmartCEO’s editorial team. Each company’s video interview served as their application for inclusion in the Best-Run Book – A collection of stories and ideas from the region’s top companies. http://smartceo.com/best-run-book/

John McCarthy has been featured in the WORTH magazine from 2012-2014. Heritage nor its advisors or their parent firm have paid any fee to Worth Acquisition Group. A membership was not required for this recognition.

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, they must also adhere to strict ethical standards. They must love helping others with their financial needs and ensuring that they are prepared in the event of a catastrophe. There is a commission fee to be a member and members must apply.

Education
  • B.A., Washington College
John G. McCarthy III's Team
Leanne Baldwin

Leanne Baldwin

Client Relationship Analyst

Kara Eyler

Kara Eyler

Client Relationship Manager

Jacob Fenlason

Jacob Fenlason

Client Relationship Analyst

Branden Jackson

Branden Jackson

Client Relationship Analyst

Lynn Nucci

Lynn Nucci

Client Relationship Manager

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 

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© 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.