Fuchs, CFP®, Promoted to Partner at Mid-Atlantic Wealth Management Firm
Hunt Valley, Md. – March 1, 2018 – Heritage Financial Consultants, a preeminent Mid-Atlantic wealth management firm providing comprehensive financial services, has appointed Brent Fuchs, a Certified Financial Planner® Professional with Heritage and a registered representative of Lincoln Financial Advisors, as a partner at the firm.
Fuchs specializes in retirement planning, investment planning and risk management for medical professionals, executives and business owners. He also leads Heritage’s office in Preston, Md., a key location for servicing and growing the firm’s Eastern Shore division.
“We are very proud to name Brent a partner and look forward to his voice on Heritage’s leadership team,” said Kenneth Rudzinski, Partner at Heritage Financial Consultants. “I’ve worked closely with Brent for over fifteen years and have witnessed his initiative, creativity and commitment to building and maintaining relationships. He is dedicated to providing thoughtful, individualized service that empowers clients and has developed an expertise in financial planning and risk management for healthcare professionals and individuals in agriculture.”
Fuchs is a Chartered Retirement Planning Counselor (CRPC®) designee and is credentialed as a Certified Life Underwriter (CLU®) designee and Chartered Financial Consultant (ChFC®) designee by the American College. Prior to joining Heritage Financial Consultants, Fuchs was a financial planner with Heritage’s broker-dealer Lincoln Financial Advisors. He holds a Bachelor of Arts in Business Administration from Western Maryland College.
In addition to his work with Heritage, Fuchs is actively involved in the industry and local community. He is a member of Lincoln Financial Advisors’ Resource Group, a networking and education group composed of the top 200 advisors in Lincoln, and has consistently qualified for the Million Dollar Roundtable since 2012.1 He supports the Chesapeake YMCA and Sweet Caroline, a local nonprofit that serves underprivileged children, and also volunteers his time coaching youth sports. In 2016, he was recognized as the Caroline County Chamber of Commerce’s Businessman of the Year.2
For more information on the services and dedicated team at Heritage Financial Consultants, please visit www.heritageconsultants.com.
About Heritage Financial Consultants
Heritage Financial Consultants is a full-service, independent financial planning and wealth management firm headquartered in Hunt Valley, Md. with offices in Wilmington, Del., Preston, Md., and Vienna, Va. Heritage Financial Consultants helps individuals, families and businesses gain a sense of security through comprehensive financial services including investment 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.
Registered associates of Heritage Financial Consultants, LLC are registered representatives of Lincoln Financial Advisors. 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-2043641-030118
1To qualify for the Million Dollar Round Table, members must meet a certain level of premium, commission or income during the year. For details please visit http://bit.ly/2eFx0ex
2Based on a survey of peers, a business is nominated that has shown positive growth, sales or leadership; or has launched a new product or idea; or has recently expanded, and has been active in the community.
Abel Communications for Heritage Financial Consultants, LLC