Philadelphia Business Journal Ranks Local Firms by Assets under Management
Wilmington, Del. – April, 2018 – Heritage Financial Consultants, a preeminent Mid-Atlantic wealth management firm providing comprehensive financial services, has been named to the Philadelphia Business Journal’s list of Top Money Managers.
The Philadelphia Business Journal list ranks the top 30 firms in the Philadelphia metro by total assets under management (AUM). Featured companies report total AUM to the Journal’s director of research, who then reviews and verifies submissions.
The Money Managers ranking reflects Heritage’s rapid growth and success over the last several years. The firm has six total offices – three of which opened in the last three years – and services clients all over the country. In addition to two offices in Wilmington, Del., the firm has offices in Baltimore, Md. and Northern Virginia and most recently launched a new office in Miami, Fla.
“We are proud to be recognized as a top investment firm in the Philadelphia area,” said Kenneth Rudzinski, Partner and Certified Financial PlannerÒ with Heritage Financial Consultants and a registered representative of Lincoln Financial Advisors (Member SIPC). “We recognize that the financial space can often be stressful and complicated. Our goal is to alleviate that stress – we want to educate and empower the individuals and families in our communities to achieve financial security.”
The firm’s Wilmington offices are led by Rudzinski and Gerard P. Viars, Partner with Heritage Financial Consultants and a registered representative of Lincoln Financial Advisors (Member SIPC). Rudzinski and Viars lead a team of consultants in financial planning, retirement planning, asset management and estate planning for individuals.
Heritage Financial Consultants is a full-service financial services firm that specializes in wealth management, retirement and estate planning, business ownership and succession, insurance and risk management, and employee benefit services.
For more information on Heritage’s services and locations, please visit www.heritageconsultants.com.
About Heritage Financial Consultants
Heritage Financial Consultants is a full-service, independent financial services 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 wealth 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.
The Top 30 Money Managers in the Philadelphia area award is independently produced by the Philadelphia Business Journal and is based on the ranking of local Philadelphia financial planning firms by assets under management. Heritage Financial Consultants, LLC (Heritage) was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Philadelphia Business Journal for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.
Media Contact
Lorianne Walker
Abel Communications for Heritage Financial Consultants, LLC
Phone: 410-688-1330
lwalker@abelcommunications.com
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