News, Information and analysis

In the financial world, there’s a lot to keep track of. Here’s a curated stream of financial intelligence and practical updates, prepared by us specially for Heritage clients.

Forbes/Shook Research Recognizes Chuck Bean as Top 250 Wealth Advisor for 2019

For the third consecutive year Heritage Financial is proud to announce that Chuck Bean has been named to Forbes/Shook Research’s Top 250 Wealth Advisors for 2019. “I’m honored and humbled for our team’s recognition in being listed as one of Forbes’ top  250 wealth advisors in the nation. Our clients are the true beneficiaries of… More >

Heritage is recognized by Barron’s as one of America’s Top 100 Independent Wealth Advisors

Heritage Financial is pleased to announce Chuck Bean has once again been selected as one of America’s “Top 100 Independent Wealth Advisors” by Barron’s magazine for the ninth consecutive year.  This is the tenth year that Chuck has received this recognition. “I’m extremely proud of our firm’s accomplishments with this consistent recognition from Barron’s as… More >

Heritage Financial named to FA Magazine’s Top Advisor List for 2019

For the twelfth year in a row Heritage Financial Services has been named to FA Magazine’s Top RIA Ranking. 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 the number of clients as the… More >

Heritage Financial Services, LLC Named to 2019 Financial Times 300 Top Registered Investment Advisers

Heritage Financial Services, LLC  is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the sixth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research,… More >

Heritage’s Chuck Bean ranked 2nd in Forbes Best-in-State Wealth Advisors List

Recognition continues to follow the success of Heritage Financial’s Chuck Bean.  The most recent tribute comes from Forbes Magazine, who ranked Chuck 2nd  in the “excluding Boston” category on their recent Best-in-State Wealth Advisors List. “We’ve been working hard to improve the client experience for our growing clientele, and this recognition is a welcome acknowledgement… More >

Heritage Financial Announces Chuck Bean included on sixth consecutive Barron’s Top Financial Advisors list

Heritage Financial Services  is pleased to announce that our CEO, Chuck bean has been named to Barron’s  2019 Top Financial Advisors list.for the sixth consecutive year.   This prestigious award includes many factors for consideration, including multiple facets of assets under management, revenue and quality of practice. “We continue to be honored by the recognition of… More >

Jeffrey Kleintop, SVP, Charles Schwab & Co. presents “Global Market Outlook” to Heritage Clients

Heritage Financial recently hosted a client event headlined “Global Market Outlook” presented by Jeffrey Kleintop, Senior Vice President at Charles Schwab & Co. and its Chief Global Investment Strategist. Kleintop is responsible for analyzing and discussing international markets, trends and events to help U.S. investors understand their significance and financial implications. He is frequently cited… More >

Heritage Investment Review Three Quarters, 2018

Why Isn’t My Portfolio Keeping Up This Year? Long-Term Diversification & Asset Allocation The S&P 500, the most widely followed stock index, is up 10.56% through the end of the third quarter of 2018. This is a good return for stocks, especially over nine months. It’s natural to conclude: the stock market is having a… More >

Heritage’s Chuck Bean is again named to Barron’s Top 100 Independent Financial Advisors

For the eighth consecutive year Heritage’s Chuck Bean has been named to Barron’s Top 100 Independent Financial Advisors list.  This recognition reflects Heritage’s steady growth, with the 2018 edition moving Heritage up five spots in the  ranking. “This growth has been the direct result of serving our clients’ needs effectively and demonstrating our ability to deliver… More >

Heritage’s Chuck Bean Again Named to Forbes List of “America’s Top Wealth Advisors”

For each of the two years Forbes/Shook Research has produced their “Americas Top Wealth Advisors” list where Chuck Bean has been included, and 2018’s edition is no different.  This elite list 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.  Requirements… More >