Heritage Financial Consultants LLC Employee Directory
Financial ServicesMaryland, United States51-200 Employees
Heritage Financial Consultants LLC is a mid-sized financial services firm based in Hunt Valley, Maryland, offering comprehensive financial planning and wealth stewardship for clients nationwide. The firm focuses on helping clients evaluate all aspects of their finances, protect and grow wealth, and align planning with personal values and goals, supported by a highly educated advisory team with relevant licenses. Securities and investment advisory services are offered through Osaic Wealth, Inc., which is member FINRA/SIPC; Osaic Wealth is separately owned and other entities referenced are independent of Osaic Wealth. The company emphasizes collaboration with clients’ trusted advisors and conducts regular face-to-face meetings to keep plans aligned with lifestyle changes and regulatory updates, pursuing holistic, long-term financial strategies. In August 2025, Heritage expanded its leadership team with the appointment of Christina Close as Chief Operating Officer.
1-888-653-2347 
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