Baltimore-area financial adviser recognized nationally for work with defined contribution retirement plans
Hunt Valley, MD – September 29, 2016 – Heritage Financial Consultants, a preeminent Mid-Atlantic wealth management firm providing comprehensive financial services, today announced that Thomas Spray-Fry, CFP®, ChFC®, CLU®, CRPC® has been named to Financial Times’ list of Top 401 Financial Advisers.
Spray-Fry, a Financial Planner at Heritage Financial Consultants, specializes in comprehensive financial, retirement and estate planning for individuals and business owners. He is also a licensed life and health insurance agent.
The Financial Times 401 Top Advisers ranks financial advisers at national, independent, and regional broker-dealers. These elite advisers on average manage $950 million in assets. Each adviser was selected based on their specialization in the defined contribution (DC) business, years of experience, participation rate, industry certification, compliance record, DC assets under management and growth in the DC plan business.
“It is an honor to be named to the Financial Times Top 401 Financial Advisers,” said Spray-Fry. “For Heritage Financial Consultants, this recognition further validates our continued commitment to provide excellent service and sound advice to our clients in order to help them achieve their unique financial goals.”
To learn more about Heritage Financial Consultants and its advisors, please visit https://www.heritageconsultants.com/about-us/.
About Heritage Financial Consultants
Heritage Financial Consultants is a full-service, independent financial planning and wealth management firm headquartered in Hunt Valley, Md. Heritage Financial Consultants provides peace of mind 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.
The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced by the Financial Times (September 2016). The FT 401 is based on data gathered from financial advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the advisors nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401. For more information please visit: https://www.ft.com/content/e3e25424-5b0a-11e6-9f70-badea1b336d4.
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.
Media Contact
Amanda Ratner
Abel Communications for Heritage Financial Consultants, LLC
Phone: 443-869-2197 ext. 144