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 on our fiduciary responsibilities ,” said Chuck. “With our 99% client retention rate, we consistently have been able to exceed expectations in delivering value with the strength and depth of our investment and financial planning resources.”
According to Barron’s, this year’s Top 100 is based on a 102-question survey that queries advisors about everything about their practices – from the investments they favor to the number of clients they serve and the size and structure of their staffs. The ranking formula is based on three general categories of factors: assets, revenue, and quality of practice. There are multiple factors and calculations in each of these categories.
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.