Three named among the top wealth advisors in Maryland
Heritage Financial Consultants, LLC today announced that Forbes has named Brian Gracie CLU®, ChFC®, REBC®, Brian Horn CFP®, ChFC® and Brent Fuchs CFP®, CLU®, ChFC®, CRPC® as Best-In-State Wealth Advisors for Maryland. According to the full report, the 2021 Best-In-State Wealth Advisors list spotlights more than 5,000 advisors nationwide, out of more than 32,000 nominations.
“We are proud to be on this prestigious list,” said Brian Gracie, founding partner, Heritage Financial Consultants. “It’s a testament to the outstanding and consistent quality our team brings to our clients.”
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: interviews; industry experience; compliance records; revenue produced; and assets under management. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Neither Forbes or SHOOK receive a fee in exchange for rankings.
Led by founder Brian Gracie, Heritage Financial Consultants aims to make a positive impact on the lives of their clients, and their clients’ families, through education and innovative financial solutions. Now in its 21st year, Heritage manages more than $5 billion in client-invested assets across 10 offices in Maryland, Virginia, Delaware, Florida and Pennsylvania.
About Heritage Financial Consultants
Heritage Financial Consultants is a full-service, independent financial services and wealth management firm headquartered in Hunt Valley, Md. Heritage Financial Consultants helps individuals, families and businesses gain a sense of security through comprehensive financial services including wealth management, retirement and estate planning, business ownership and succession, insurance and risk management, and employee benefit services. For more information, please visit www.heritageconsultants.com.
