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Heritage Financial Consultants Named a Best-Run Company by SmartCEO

January 30, 2017

Heritage Financial Consultants Named a Best-Run Company by SmartCEO

Best-Run Companies list features top leadership teams in Baltimore and Washington

Hunt Valley, MD – January 30, 2017 – Heritage Financial Consultants, a preeminent Mid-Atlantic wealth management firm providing comprehensive financial services, today announced that SmartCEO selected the firm as a 2017 Best-Run Company.

SmartCEO’s Best-Run Companies are featured in the publications’ 100-page Best-Run Book, a collection of the Baltimore-Washington region’s best business stories. The book serves as a platform to tell the stories of companies who model excellence and as a resource for growing companies and aspiring leaders regardless of company size or industry.

Combined, SmartCEO’s Best-Run Companies generate in excess of $2.76 billion in collective annual revenue and employ more than 20,000 people. These companies are leading their industries, have overcome significant challenges and have created lasting value in their communities.

“For more than 15 years, SmartCEO’s mission has been to share inspirational stories about the region’s top companies. The Best-Run Book is a shining example of how companies like Heritage Financial Consultants and their leadership teams are able to become industry leaders, overcome significant challenges and create lasting value in their communities,” says Craig Burris, founder and CEO of SmartCEO. “The Best-Run Book is a one-of-a-kind resource that not only honors Heritage Financial Consultants for modeling excellence but also affords growing companies and aspiring leaders the opportunity to glean advice that could change the way they approach one or many aspects of their own business. It’s no question that Heritage Financial Consultants and its fellow Best-Run Companies have achieved something truly remarkable.”

To select the Best-Run Companies, SmartCEO reviewed lists and databases to identify a diverse representation of the region’s top businesses, regardless of industry vertical, size or type. SmartCEO conducted more than 100 interviews with company’s executive leadership teams and selected companies that exhibited the highest standards of nine critical aspects: process, vision, customers, culture, leadership, communication, growth, brand and talent.*

As a part of the selection process Brian Gracie, Founder and Partner, and John McCarthy, a Partner at Heritage Financial Consultants, interviewed with SmartCEO’s editorial team to discuss the firm’s leadership and growth.

“Due in large part to our firm’s leadership, Heritage Financial Consultants has seen significant growth in the past few years. Throughout this growth, our team has maintained its team-first culture, which helps individuals develop and perform as highly as possible,” said Gracie. “Our mentorship and teamwork keeps employee morale high and helps contribute to the company’s success.”

To view the complete list of Best-Run Companies, visit SmartCEO’s website at http://www.smartceo.com/best-run-book/.

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 Annapolis, Md. Heritage Financial Consultants provides a sense of security for individuals, families and businesses 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-1693925-012617

*A best-run company must exhibit the highest standards of nine critical aspects: process, vision, customers, culture, leadership, communication, growth, brand and talent. Companies provide examples of the experiences, processes and controls they have in place to successfully execute these critical aspects. SmartCEO team sourced through lists and databases for a diverse representation of the region’s top businesses regardless of industry vertical, size or type. Then SmartCEO conducted more than 100 face to face video interviews with each company’s executive leadership.

Media Contact

Amanda Ratner

Abel Communications for Heritage Financial Consultants, LLC

Phone: 443-869-2197 ext. 144

amanda@abelcommunications.com

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