Barron’s Names Chuck Bean as One of America’s Top 1200 Financial Advisors

Chuck Bean, Founder and President of Heritage Financial has again been named among America’s Top 1200 Financial Advisors by Barron’s.  This is Heritage’s fifth consecutive year of inclusion in the litany.  Within the state of Massachusetts, Heritage Financial is now ranked #12, an increase of 3 places over the 2017 report.

“It is a great honor and pleasure to continue to be named among such an elite class of advisors by Barron’s.  I have our incredible clients and exceptional staff to thank for this recognition; without them, none of this would be possible”      Chuck Bean, President


According to Barron’s, these rankings are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Heritage does not receive any compensation to or from any person, firm or media in exchange for placement on a ranking.

About Heritage Financial

Based in the Boston area, Heritage Financial is a personal wealth management firm with 20+ years of experience and $1.4 billion in assets under management. Heritage is the best choice for people who are serious about their finances – its team provides detailed financial planning and helps clients build smart, cost-effective portfolios. The firm’s client retention rate is 99 percent. Services include investment management, cash flow and financial planning, tax planning, retirement planning, philanthropy and estate planning. Visit