Though based in Baltimore, Heritage Financial Consultants has clients across the country, as well as offices in Delaware and Virginia. This year, Heritage is excited to continue to grow its footprint in the Eastern Shore area, with John McCarthy, an equity partner with Heritage, and John (J.D.) Donaghy, a financial planner with Heritage, leading the effort.
As one of the top financial planning companies in greater Baltimore, Heritage believes in building trusted, meaningful partnerships with its clients. McCarthy and Donaghy recently hosted a VIP event on the Eastern Shore, in partnership with Coastal Style Magazine. These events create space for individuals to get to know the Heritage team, discuss market insights, and explore opportunities for innovation and collaboration.
Read the full feature in Coastal Style to learn more about Heritage’s team and growth in the Eastern Shore area here.
The Baltimore Business Journal list ranks companies by number of local professionals, defined as those who have obtained a Series 7 license, a CPA or CFPâ license and are qualified to provide comprehensive financial planning services. Featured companies were identified by Baltimore-area professionals and confirmed by the director of research for the Baltimore Business Journal.
John McCarthy and J.D. Donaghy 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.