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Heritage Financial Consultants Participates in Kennedy Krieger’s Festival of Trees


Mid-Atlantic Wealth Management Firm Decorated Tree to Benefit Kennedy Krieger, Was Awarded 2nd Place for Holiday Flair

Hunt Valley, MD – December 8, 2016 – Heritage Financial Consultants, a preeminent Mid-Atlantic wealth management firm providing comprehensive financial services, is proud to announce its participation in the 27th annual Kennedy Krieger Institute’s Festival of Trees.

The Festival of Trees is one of the largest annual holiday-themed fundraisers of its kind on the East Coast. During the event, which ran from Nov. 25th to 27th, hundreds of trees, wreaths and gingerbread houses were decorated by businesses, organizations and families and were auctioned off to the public. The money raised from the sale of the decorations goes towards research, special education programs, community initiatives and patient care at Kennedy Krieger.

As a tree sponsor, Heritage Financial Consultants decorated a 7-foot tree with the theme ‘Hap-Hap-Happiest Christmas Tree!’ based on National Lampoon’s Christmas Vacation. For its creative tree design, Heritage Financial Consultants received second place in the Festival’s Holiday Flair award category. This is Heritage Financial Consultants’ 11th year participating in the Festival of Trees.

“We are proud to support the Kennedy Krieger Institute year after year,” said Brian Gracie, Founder and Partner with Heritage Financial Consultants. “The institutions work has a significant impact on individuals with developmental disabilities and the community as a whole.”

The Kennedy Krieger Institute is an internationally recognized institution dedicated to improving the lives of individuals with brain, spinal cored and musculoskeletal system disorders.

To learn more about Heritage Financial Consultants and its work in the Baltimore community, please visit http://heritageconsultants.com/.

About Heritage Financial Consultants

Heritage Financial Consultants is a full-service, independent financial and wealth management firm headquartered in Hunt Valley, Md. Heritage Financial Consultants offers comprehensive financial services to individuals, families and businesses 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. CRN-1656057-120216

Media Contact

Amanda Ratner

Abel Communications for Heritage Financial Consultants, LLC

Phone: 443-869-2197 ext. 144