Insider

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 the trust they placed in our firm. And I’m very fortunate to have such a hard-working and dedicated staff always looking out for our clients’ best interests.”

The ranking, developed by Forbes’ partner Shook Research, is based on in-person and telephone due-diligence meetings and a ranking algorithm for advisors who have a minimum of seven years of experience. Client retention, industry experience, compliance records and firm nominations as well as quantitative criteria such as assets under management and revenue generated have been considered for the ranking.

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.

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