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Heritage Financial Consultants Once Again Ranks in Top 10 of Baltimore Business Journal’s List of Largest Financial Planning Companies

Ranked by total number Baltimore-area professionals employed, Heritage Financial Consultants lands at Number 6 in 2018.

Heritage Financial Consultants once again ranks in Top 10 of Baltimore Business Journal’s List of Largest Financial Planning Companies. Ranked on number of professionals employed, Heritage lands at Number 6 in 2018 with over $3.8 billion in Asses Under Management. Celebrating its 20th anniversary, Heritage continues to expands its service area with offices in Maryland, Delaware, Virginia and the most recent additions of Naples and Miami, Florida.