Heritage Financial Services Recognized by Financial Advisor Magazine in their 2020 RIA Survey and Ranking

Heritage Financial Services is proud to announce it has been named to FA Magazine’s 2020 RIA Survey and Ranking.  This ranking 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 identify the top RIAs in the country.  The 2020 recognition is the twelfth consecutive year that Heritage has been named to this elite group.

“Twenty-five years ago we set out to build a full-service wealth management firm that was dedicated to delivering top quality service with a focus on detailed attention to client needs” said Chuck Bean, Founder and CEO of Heritage Financial Services.  “This recognition is a testament to the realization of that vision, and to our continuous efforts to exceed our client’s expectations.”

Heritage Financial Services, based on the greater Boston area, was founded in 1995 and is now celebrating its twenty-fifth year of serving wealth management clients.  Known for its attention to detail and comprehensive financial planning services, Heritage has continuously enhanced the services it provides to its clients.

About Heritage Financial

Based in the Boston area, Heritage Financial is a personal wealth management firm with 25 years of experience and $1.6 billion in assets under management. Heritage is the best choice for people who are serious about their finances – it’s team provides detailed financial planning and builds smart, cost-effective portfolios. The firm’s long term client retention rate is 99%. Services include investment management, cash flow and financial planning, tax planning, retirement planning, philanthropy and estate planning. Visit www.heritagefinancial.net.

 Awarded August 2020 based on data gathered by Financial Advisor Magazine as of December 31, 2019. Award ranking methodology can be found here.

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