Lasting, Personal Relationships


We want you to enjoy working with us. Your success is our primary goal, and we aim to foster long-lasting, multi-generational relationships from the very first meeting.


You focus on your family and your work. We act as your financial steward, managing and building your financial legacy.

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Business Owners

You have built your business from the ground up. We work closely with you to protect and grow it, always keeping an eye on the big picture.

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You have carefully prepared for the next stage of life. Our experienced team provides reliable, strategic, comprehensive financial planning to help you get the most out of your retirement.

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Your family is unique. We work across generations to ensure wealth is effectively managed in line with your personal values and goals.

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You have both short- and long-term goals that have wide-reaching impacts. Benefit from our deep bench of expertise in everything from executive compensation to succession planning.

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Your team serves the community every day. Our team can help you support your employees in preparing for the future.

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We’re Your Partner.

Schedule a short conversation with one of our advisors to discuss your needs and pursue your goals.

Who We Are

What We Do

Who We Serve

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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, 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
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

*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