Heritage Financial Consultants, LLC

About Heritage Financial Consultants, LLC

Heritage Financial Consultants LLC was founded in 1999, the company has $4.0 billion client invested assets. Heritage Financial provides customized financial planning and exemplary customer service to meet the needs of families, individuals, and businesses. We are headquartered in Hunt Valley, Maryland and have five other locations on the Eastern Shore of Maryland, Wilmington, Delaware, Vienna, Virginia, Miami and Naples, Florida.

Registered associates of Heritage Financial Consultants are registered representatives of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors. CRN-2459179-031219


Planner assistant

December 2019 Timonium, MD
“They were very nice and willing to teach me. ”

Planner Assistant Intern

May 2018 Hunt Valley, MD
“HFC is a great place with great people. Everyone is nice and get along. There are plenty of social events to take part in other Thant just work”
See All