Insider

Recognition

Charles Schwab & Co., Inc. Recognizes Heritage Financial with 2017 Best-in-Business IMPACT Award

We are very proud to announce that Charles Schwab & Co., Inc. has honored Heritage Financial with the 2017 Best-in-Business IMPACT Award TM. Schwab bestows the award annually to a single firm that has been in business for at least 10 years, has a track record of growth and excellence, and uses technology solutions to… More >

Heritage Named to Forbes’ list of America’s Top Wealth Advisors

Forbes’ annual list of America’s Top Wealth Advisors has just been announced for 2017. The whole team at Heritage Financial is honored, and humbled, to see our firm recognized by such a prestigious organization. Our CEO, Chuck Bean, said, “I’m very proud of this recognition. First and foremost, I have to thank our clients for… More >

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… More >

Financial Advisor names Heritage Financial to Top RIA List

Heritage Financial is one of the Top RIAs for 2017 as listed in Financial Advisor magazine. This is an annual ranking that uses advisor assets under management (AUM), percentage growth in AUM, average assets per client, percentage growth in assets per client, and percentage change in number of clients as the criteria to find the… More >

Financial Times Names Heritage Financial to Top 300 RIA

Heritage Financial has been named to the 2017 Financial Times’ Top 300 Registered Investment Advisors. According to Financial Times, this list is based on six broad factors, including advisor’s assets under management (AUM), asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. The Financial Times invited more than… More >

Barron’s Names Chuck Bean among America’s top 1200 financial Advisors, #15 in MA

Chuck Bean, Founder and President of Heritage Financial, is named among America’s Top 1200 Financial Advisors by Barron’s. This is the eighth year that Chuck has received this prestigious recognition. Barron’s also provides state-by-state rankings, which lists Chuck at #15 in Massachusetts. According to Barron’s, these rankings are based on assets under management, revenue generated… More >

Heritage Named to Financial Planning Magazine’s RIA Leaders

Financial Planning magazine listed Heritage Financial among their RIA Leaders in the country for 2017. This is the second consecutive year for Heritage to be named within this coveted list. According to Discovery Data, the firm behind the research for the list, the rankings are based on discretionary and nondiscretionary assets under management listed on… More >

Chuck Bean Named as One of America’s Top 100 Independent Financial Advisors by Barron’s

Heritage’s Founder and President, Chuck Bean, is named among America’s Top 100 Independent Financial Advisors by Barron’s. This is the seventh year that Chuck has received this prestigious recognition. Chuck is also one of five wealth advisors to be profiled in the article this year. “I strongly feel we have a significant competitive advantage in clients’… More >

Forbes Names Chuck Bean among America’s Top Wealth Advisors

Chuck Bean, Founder and President of Heritage Financial, was named as one of America’s Top Wealth Advisors by Forbes. Chuck is one of the six Massachusetts wealth managers to be a part of this coveted list. “This would not have been possible without our loyal clientele and the trust they place in us every single… More >

Barron’s Lists Chuck Bean among America’s Top 1200 Financial Advisors, #13 in MA

Chuck Bean, Founder and President of Heritage Financial, is named among America’s Top 1200 Financial Advisors by Barron’s. This is the seventh year that Chuck has received this prestigious recognition. Barron’s also provides state-by-state rankings, which lists Chuck at #13 in Massachusetts. He has moved three places up from last year’s rankings. According to Barron’s, these… More >