Meet our Advisors

The experienced, credentialed financial professionals and support staff of Heritage Financial Consultants have a successful track record in meeting our clients’ objectives through customized financial planning and exemplary customer service.

Meet Our National Advisors

The depth and breadth of services provided by Heritage Financial Consultants are further enhanced through the support of experienced, credentialed advisors with Heritage's broker-dealer Lincoln Financial Advisors. These national advisors specialize in investment policy, alternative investments, equity allocations, wealth management, estate planning and business succession.