← Back to In The News

Heritage Financial Consultants Raised Money for Kennedy Krieger’s 28th Annual Festival of Trees

Baltimore-area Financial Planners Decorated Tree to Support Patient Care and Research at Kennedy Krieger InstituteTree 2017

Hunt Valley, MD – November 29, 2017 – Heritage Financial Consultants, a preeminent Mid-Atlantic wealth management firm providing comprehensive financial services, participated in the 28th annual Kennedy Krieger Institute’s Festival of Trees.

The Kennedy Krieger Institute is an internationally recognized institution committed to serving individuals with brain, spinal cord and musculoskeletal system disorders through research, education programs and patient care. The Festival of Trees is an annual holiday-themed fundraiser hosted by Kennedy Krieger. For the event, local businesses, organizations and families across the Baltimore region decorate hundreds of trees, wreaths and gingerbread houses to auction for charity.

As a tree sponsor, Heritage Financial Consultants decorated a 7-foot tree with the theme “You’re Gonna Need a Bigger Boat,” the line made famous in Steven Spielberg’s 1975 film Jaws. The firm won first place in the Festival’s Most Imaginative Tree category for its unique tree design.

The money raised from the sale of Heritage’s tree will go towards research and patient initiatives at Kennedy Krieger. This is Heritage Financial Consultants’ 12th year participating in the Festival.

“The Kennedy Krieger Institute continues to do incredible work that has a significant impact on underserved populations, not only in Baltimore, but around the world,” said Brian Gracie, Founder and Partner with Heritage Financial Consultants. “We are proud to be a part of their efforts and support the research and care they provide around developmental disabilities.”

Heritage is committed to being involved in the local community year-round. In addition to participating in the Kennedy Krieger Institute’s Festival of the Trees, Heritage is a longstanding partner of Catholic Charities and a frequent participant in the organization’s biannual Dragon Bowl and Dragon Boat Race. Heritage most recently participated in the Baltimore Running Festival and also supports the Ronald McDonald Red Shoe Shuffle fundraiser for families struggling with cancer.

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 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 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-1950266-111517

Media Contact

Amanda Ratner

Abel Communications for Heritage Financial Consultants, LLC

Phone: 443-869-2197 ext. 144