Top Investment Advisor Recognition

This month, Forbes and Financial Advisor magazine included Heritage Financial in their top investment advisor lists.

Forbes top investment advisor list
Financial Advisor top investment advisor

 

Financial Advisor’s list is based on company size. Forbes considers things like “revenue trends, assets under management, compliance records, industry experience and best practices in their practices and approach to working with clients.”

At Heritage we like to say Every Detail Matters, and we strive to make a lasting impact on the people in our lives and those we serve. 2020 challenged many, and I’m proud of our 34 person team for this recognition. We helped clients through the first bear market in twelve years and kept financial plans on-track. Thanks to our clients for their support and confidence. We couldn’t do it without you.

Congratulations to the other top investment advisors. It’s a great industry helping people the right way, and I love being part of it.

Financial Advisor Magazine RIA Survey and Ranking 2020

Forbes: America’s Top Wealth Advisors

And check out the Forbes feature on our Founder and CEO, Chuck Bean. It’s a great read.

Learn more about us here.