Heritage Financial Consultants is excited to announce the addition of Courtney C. Caldwell to its team of financial professionals, effective November 1, 2024. With over 25 years of experience in wealth management and financial planning, Courtney brings a deep commitment to helping clients achieve their financial goals through personalized, comprehensive strategies.

Courtney’s extensive background includes expertise in retirement planning, estate planning strategies, and investment management, making him a valuable asset to Heritage’s mission of providing exceptional financial guidance. Based in Vienna, Virginia, Courtney’s addition marks another milestone in Heritage’s continued expansion, strengthening its presence in eight states with 15 physical office locations.

Courtney holds a Bachelor of Arts in Economics from the University of California at Berkeley and is a graduate of the Stonier Graduate School of Banking at Rutgers University, bringing a wealth of academic and practical expertise to his role. He is passionate about building lasting relationships with his clients and empowering them to make informed financial decisions that align with their aspirations.