Heritage’s Chuck Bean named to Barron’s Top 100 Independent Financial Advisors 2020

For the tenth consecutive year and eleventh overall, Heritage’s Chuck Bean has been named to Barron’s Top 100 Independent Financial Advisors list.  The ranking reflects the volume of assets managed by the advisors and their teams and the quality of the advisors’ practices.  The 2020 edition moves Heritage up four spots in the ranking to #59 in the country.

“Our commitment to delivering best of class wealth management services over our 25-year history continues to be recognized,” said Chuck Bean, Founder and CEO of Heritage Financial Services.“The recent announcement of our partnership with top-rated investment consultant DiMeo, Schneider & Associates is another example of how we keep raising the bar to benefit our clients.  We look forward to expanding on these enhancements through 2020 and beyond.”

According to Barron’s, this year’s Top 100 is based on a 102-question survey that queries advisors on everything about their practices – from the investments they favor to the number of clients they serve and the size and structure of their staff. 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.

ABOUT HERITAGE FINANCIAL:

Heritage Financial Services is an independent financial advisory firm with more than $1.5 billion in assets under management. We work closely with affluent families by coordinating and managing all aspects of their wealth, retirement, and financial security. Our mission is simple: to make a positive and lasting impact on the people in our lives and those we serve.

We provide highly personalized solutions to investors that are serious about building wealth and creating a long-term financial plan guided by expert financial advice and experienced investment management. Driven by our core values of teamwork, integrity, and excellence, we build lifetime relationships with our clients and their other trusted advisors to help simplify, organize, and instill confidence in their often-complex financial lives.

Heritage has received national recognition from the likes of Barron’s, Forbes, Financial Times, FA Magazine, and Schwab.

Ric Zaenglein

Ric Zaenglein

As Director of Marketing at Heritage Financial Services Ric is responsible for designing and executing external communications to clients, prospects and interested parties.

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