Heritage Financial has regularly appeared on top wealth management lists compiled by Barron’s, Forbes, The Financial Times, and Financial Advisor, and has also received the distinguished honors of being named a Barron’s Hall of Fame Advisor (2019) and a recipient of the Charles Schwab Best in Business Impact Award (2017).
Recognition that Chuck Bean and Heritage Financial have received has been subject to strict criteria. Details on each acknowledgement and award is listed below.
BARRON'S HALL OF FAME ADVISOR
“Barron’s Hall of Fame Advisor”, inducted 2019
BEST-IN-BUSINESS IMPACT AWARD
“Best-in-Business IMPACT Award” winner 2017
TOP 300 REGISTERED INVESTMENT ADVISORS
“Top 300 Registered Investment Advisors” 2017-2019