Insider

Barron’s Names Heritage to The Top 100 Independent Financial Advisors

Heritage’s Founder and CEO, Chuck Bean, is named among America’s Top 100 Independent Financial Advisors by Barron’s. This is the seventh consecutive year that Chuck has received this prestigious recognition.

“I am extremely proud of our firm’s continued success in serving our clients’ personal wealth management needs. This recognition from Barron’s helps confirm that our team’s relentless efforts to improve our services and the overall client experience do not go unnoticed,” said Chuck.

According to Barron’s, this year’s Top 100 is based on a 102-question survey that queries advisors about everything about their practices – from the investments they favor to the number of clients they serve and the size and structure of their staffs. The ranking formula is based on three general categories of factors: assets, revenue, and quality of practice. There are multiple factors and calculations in each of these categories.

About Heritage

Based in the Greater Boston Area, Heritage Financial is a personal wealth management firm with over 20 years of experience. We help people who are serious about their finances by building smart, cost-effective portfolios paired with detailed financial planning.
Heritage does not provide or receive any compensation to or from any person, firm or media in exchange for placement on a ranking. Past performance is not an indication of future results.