Heritage Financial Consultants Named a Top Workplace by The Baltimore Sun


Financial Services Firm Committed to Investing in Employees and Serving the Local Community

Heritage Financial Consultants, a preeminent Mid-Atlantic wealth management firm providing comprehensive financial services, has been named to The Baltimore Sun’s 2017 Top Workplaces.

The Baltimore Sun compiles its annual list of top places to work in the Baltimore area based on employee surveys conducted by WorkplaceDynamics. Employees evaluate factors such as the company’s management and leadership, effectiveness, team values, employee engagement, and benefits and compensation.

“We are proud to see Heritage named a Top Workplace by The Baltimore Sun,” said Patrick DeDea, Chief Financial Officer at Heritage Financial Consultants. “Our advisors and staff are the reason we are able to provide clients with high-quality, individualized service to help them meet their financial goals. We are committed to valuing and investing in each team member, and building a work culture that facilitates collaboration, creativity and growth.”

Key employee initiatives at Heritage Financial Consultants include professional

development, team building and community service opportunities. Heritage hosts monthly seminars and training sessions to support continued employee education and professional growth. In addition, the firm holds annual incentive events to recognize team members who have achieved significant success.

Heritage Financial Consultants is also committed to creating opportunities for employees to give back in the community.The firm is a longstanding partner of Catholic Charities and a frequent participant in the organization’s biannual Dragon Bowl and Dragon Boat Race. Most recently, the firm served as a tree sponsor for Kennedy Krieger Institute’s Festival of Trees.

To learn more about Heritage Financial Consultants, please visit http://heritageconsultants.com/.

About Heritage Financial Consultants

Heritage Financial Consultants is a full-service, independent financial services and wealth management firm headquartered in Hunt Valley, Md. with offices in Wilmington, Del., Preston, Md., and Vienna, Va. Heritage Financial Consultants helps individuals, families and businesses gain a sense of security through comprehensive financial services including investment management, retirement and estate planning, business ownership and succession, insurance and risk management, and employee benefit services. For more information, please visit www.heritageconsultants.com.

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