Insider

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 criteria to find the top RIAs in the country.

“Consistent delivery of top quality financial planning and investment advisory services has been our goal since we began this company” said Chuck Bean, CEO of Heritage Financial. “We are pleased to have been recognized once again as a national leader by one of the top publications in our industry”

About Heritage Financial
Based in the Boston area, Heritage Financial is a personal wealth management firm with 20+ years of experience and $1.5 billion in assets under management. Heritage is the best choice for people who are serious about their finances – its team provides detailed financial planning for its clients and builds 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 www.heritagefinancial.net.