Wealth Management Firm Receives Baltimore Sun Award for Fifth Time HUNT VALLEY, Md. (December 21, 2022) – Heritage Financial Consultants, an...
Celebrating the Career and Impact of Jim Morgan
On October 7th, 2022, we celebrated founding partner Jim Morgan. This celebration was held at Baltimore Country Club and attended by family,...
Welcome Joe Morgan
Heritage Financial Consultants, LLC today announced that Joe Morgan will be joining the organization as a financial planning professional. The...
Short-Term vs. Long-Term
“In the short-term, the stock market is like a voting machine. In the long-term, the stock market is like a weighing machine.” This is a quote...
Secure Act 2.0
On December 29, 2022, the SECURE ACT 2.0 was signed into law. Eric Wyss, Director of Financial Planning & Risk Management, has reviewed the...
2022 Q4 Letter
The financial markets began the fourth quarter with an enthusiastic rebound after a third quarter bottoming. Much of the rebound was a reaction to...
John McCarthy: Authority Magazine Appearance
Heritage's Partner and Financial Planner, John McCarthy, was interviewed by Authority Magazine's Jason Hartman for the five things you need to know...
Brent Fuchs Discusses Charitable Giving
In honor of National Giving Month in December, a time to celebrate people making a difference in society, Heritage’s Partner and Financial Planner,...
Marc Neumann: Authority Magazine Appearance
Heritage's Partner and Financial Planner, Marc Neumann, was interviewed by Authority Magazine's Jason Hartman for the five essentials for smart...
Welcome Andy Andrews
Heritage Financial Consultants, LLC today announced that Stefan Andrews, has joined the organization as a financial planner professional in their...
Welcome Dave Cooper & Jody Cooper Otterson
Heritage Financial...
Did Santa Claus Come Early?
A few weeks ago, we...
Tom Spray-Fry Shares Tips on How to Prepare Financially for the Holidays
With the temptations of...
Is AI Taking Over?
The word of the year...
Welcome Jack Christian
Heritage Financial...