Take charge of your wealth and well being.
Leverage our comprehensive range of services to help you achieve your financial goals in a collaborative partnership.
our recent accolades.
Named a Top Workplace by The Baltimore Sun (2019)
Baltimore Business Journal
Named one of the Largest Financial Planners in the Baltimore Area by The Baltimore Business Journal (2015, 2016, 2017, 2018, 2019)
Philadelphia Business Journal
Named one of the 30 Top Money Managers in the Philadelphia Area by The Philadelphia Business Journal (2018)
Baltimore Business Journal
Named one of the Fastest-Growing Private Companies in the Baltimore Area by The Baltimore Business Journal (2019)
Who We Are
What We Do
Who We Serve
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, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, 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, and Wisconsin.
Heritage Financial Consultants
307 International Circle
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.
Committed to your success.
© 2020 Heritage Financial Consultants, LLC