Company Profile

No.1

Heritage Financial Consultants

Offers financial planning for individuals, families and businesses. It specializes in wealth management, estate planning and strategies for business succession and charitable giving.

3-Year Growth
104%
Industry
Financial Services
Location
Hunt Valley, Maryland
Leadership
Brian Gracie
Year Founded
1999
Company Size
51-200 employees
Inc. 5000 Rankings
No. 3279 (2014), No. 2922 (2013), No. 2516 (2012), No. 3459 (2011)
Data as of Publication on Aug. 11, 2020