Professional, dedicated wealth management for today’s investors
One of the most recent testaments to the ongoing, evolving vibrancy of the Lower Eastern Shore came with the announcement that one of the biggest in the Baltimore sector of finance and wealth management was coming here. With approximately $4 billion in client-invested assets, Heritage Financial Consultants, LLC, has arrived on the shores of Worcester County.
Heritage Financial been named among the INC 500/5000 Fastest Growing Companies in America for four years; it has been recently listed among the top financial-planning and investment-advisory companies in the Baltimore area by none other than the esteemed Baltimore Business Journal. Though Heritage Financial Consultants is currently trusted by several Fortune 500 companies and clients from all 50 states to manage their assets and their financial futures, incredibly, Heritage, which has offices already on the Shore in Preston, MD, was even named a “Top Workplace” by the Baltimore Sun in December 2017.
Spearheading the firm’s presence on the Lower Eastern Shore is Heritage Financial Consultants’ equity partner John McCarthy III and John (J.D.) Donaghy, an associate at the firm. Though Heritage Financial Consultants has plans to expand into new markets in 2018, specifically Virginia and Florida, McCarthy and Donaghy specifically bring with them an uncommon blend of expertise and enthusiastic vigor to Worcester County.
Yet, for all its illustrious accomplishments and impeccable reputation, it can be argued that the most impressive and reassuring aspect of Heritage Financial Consultants is its long-term relationship with one of the nation’s preeminent broker-dealers, Lincoln Financial Advisors, which has regularly placed McCarthy to its prestigious Top 50 Financial Planners in the U.S. list. In fact, Heritage Financial Consultants has the coveted distinction of currently standing as the No. 1 firm among the many thousands under the auspices of Lincoln Financial Advisors’ broker-dealer umbrella.
Look for John McCarthy and J.D. Donaghy, and potentially other members of the Heritage team to be the new faces of time-tested yet forward-thinking wealth management on the Eastern Shore.
Offices in Maryland, Delaware & Virginia
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