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 our firm’s commitment to excellence and wealth management expertise.”

Source: (Awarded September 2019). Data compiled by SHOOK Research LLC for the year ending June 30, 2019. The Forbes 2019 America’s Top Wealth Advisors List includes 250 advisors across the nation who collectively manage $910 billion in client assets. Advisors who made the list were nominated by their respective firms, and then ranked based on an algorithm developed by SHOOK Research. SHOOK’s rankings are based on several qualitative and quantitative factors, including personal interviews, industry experience, compliance records, revenue produced and assets under management. For the full list, visit

About Heritage Financial
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.

See Chuck Bean’s Forbes bio by clicking here.

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