In celebration of the Thanksgiving holiday and to allow our staff some additional time with their families, we will be closed on Thursday, November 24th, and Friday, November 25th. 

Awards & Recognition

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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.

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BARRON'S HALL OF FAME ADVISOR

“Barron’s Hall of Fame Advisor”, inducted 2019

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TOP 100 INDEPENDENT FINANCIAL ADVISORS, TOP 1200 FINANCIAL ADVISORS

“Top 100 Independent Financial Advisors” 2008, 2011-2022

“Top 1200 Financial Advisors” 2009, 2014-2022

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Top 100 RIA FIRMS, BEST IN STATE, & AMERICAS TOP 250 WEALTH ADVISORS

“America's Top 100 RIA Firms” 2022

“Best in State” 2018-2022

“Americas Top 250 Wealth Advisors” 2017-2021

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BEST-IN-BUSINESS IMPACT AWARD

“Best-in-Business IMPACT Award” winner 2017

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TOP 300 REGISTERED INVESTMENT ADVISORS

“Top 300 Registered Investment Advisors” 2017-2019

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TOP REGISTERED INVESTMENT ADVISORS

“Top Registered Investment Advisor” for 12 consecutive years, 2009-2022