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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.

Find Heritage Financial Consultants LLC employees' phone numbers or email addresses

Heritage Financial Consultants LLC Global Highlights

Location
Employees

North America
139

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  • United States Of America
    139

Africa
3

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  • South Africa
    3

Asia
1

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  • Pakistan
    1

Heritage Financial Consultants LLC's Leadership

  • Chief Operations Officer at Heritage Financial Consultants LLC
    C. R.
    Chief Operations Officer
    Mobile Phone
  • Owner at Heritage Financial Consultants LLC
    C. O.
    Owner
    Mobile Phone
  • Director Of Operations at Heritage Financial Consultants LLC
    R. F.
    Director Of Operations
    Mobile Phone
  • Client Relationship Manager at Heritage Financial Consultants LLC
    J. G.
    Client Relationship Manager
    Mobile Phone
  • Practice Manager at Heritage Financial Consultants LLC
    L. L.
    Practice Manager
    Mobile Phone
  • Accounts Manager at Heritage Financial Consultants LLC
    L. V. Z.
    Accounts Manager
    Mobile Phone
  • Client Relationship Manager at Heritage Financial Consultants LLC
    M. R.
    Client Relationship Manager
    Mobile Phone
  • Client Relationship Manager at Heritage Financial Consultants LLC
    M. D.
    Client Relationship Manager
    Mobile Phone

Heritage Financial Consultants LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Program & Project Management
  • Business
  • Other
  • Community & Social Services

Contact profiles from Heritage Financial Consultants LLC

Name
Title
Contact
Location
Last Update
  • Financial Planner at Heritage Financial Consultants LLC
    C. P.
    Financial Planner
    Mobile Phone
    Oct 18, 2024
  • Financial Planner at Heritage Financial Consultants LLC
    N. G. C. F. P. H. F. C.
    Financial Planner
    Mobile Phone
    Oct 22, 2024
  • Financial Planner at Heritage Financial Consultants LLC
    S. S.
    Financial Planner
    Mobile Phone
    Oct 18, 2024
  • Financial Planner at Heritage Financial Consultants LLC
    T. S.
    Financial Planner
    Mobile Phone
    Oct 22, 2024
  • Planner Assistant To Andrew Horowitz And Richard Grace at Heritage Financial Consultants LLC
    W. G.
    Planner Assistant To Andrew Horowitz And Richard Grace
    Mobile Phone
    Oct 16, 2024
  • Life Administrator at Heritage Financial Consultants LLC
    T. S.
    Life Administrator
    Mobile Phone
    South Africa, Gauteng
    Sep 02, 2026
  • Director Of Business Development & Advisor Experience at Heritage Financial Consultants LLC
    C. R.
    Director Of Business Development & Advisor Experience
    Mobile Phone
    Jul 06, 2026
  • Insurance Specialist | Financial Planner at Heritage Financial Consultants LLC
    J. B.
    Insurance Specialist | Financial Planner
    Mobile Phone
    Jun 24, 2026

Frequently Asked Questions

What is Heritage Financial Consultants LLC known for?

Minus sign iconPlus sign iconHeritage Financial Consultants LLC was founded in 1999 and operates in the Financial Services industry. You can contact Heritage Financial Consultants LLC's main corporate office by phone at
+1-410-785-****
. Explore Heritage Financial Consultants LLC's company overview page for more information.

What is Heritage Financial Consultants LLC's most common email format?

Minus sign iconPlus sign iconHeritage Financial Consultants LLC employees' email format typically follows the pattern of First.Last@heritageconsultants.com. Trying to find reliable and up-to-date employee contact data? Find more Heritage Financial Consultants LLC email formats with LeadIQ.

How many employees does Heritage Financial Consultants LLC have currently?

Minus sign iconPlus sign iconHeritage Financial Consultants LLC has approximately 110 employees as of August 2026. These team members are located across 3 continents, including North America, Africa and Asia.

Who are Heritage Financial Consultants LLC's key employees and leadership?

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As of August 2026, Heritage Financial Consultants LLC's key employees include:

  • Chief Operations Officer: C. R.
  • Owner: C. O.
  • Director Of Operations: R. F.
  • Client Relationship Manager: J. G.
  • Practice Manager: L. L.

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