Andrew Horowitz


Heritage Financial Consultants, LLC

Andrew Horowitz is a Chartered Retirement Planning Counselor and a CERTIFIED FINANCIAL PLANNER™  practitioner. Andrew specializes in comprehensive financial planning for individuals, families, small business owners and retirees.

Education and Certifications

  • BA in Business from Towson University
  • Chartered Retirement Planning Counselor (CRPC®)
  • Series 6, 7, 63 & 65 registered
  • Life and health insurance licensed

Professional Background

Prior to becoming an independent financial planner in 2006 and joining Heritage Financial Consultants, Andrew was a select banker with M&T bank.

Community Involvement

  • Associated Jewish Charities, Young Leadership Council and Investment Committee
  • The ALS Association
  • Towsontowne Rotary

On a Personal Note

Andrew lives in the Pikesville/Mt. Washington area of Maryland with his wife Heather and their two children. In addition to spending time with his family, Andrew enjoys tennis and travel.

Main Service Areas

  • Financial Planning
  • Estate Planning
  • Retirement Planning
  • Education Funding