Heritage Financial Consultants

Employees 64 | Firm Type Broker-Dealer affiliate | Managing Partner Brian Gracie | Location Hunt Valley, Maryland | Primary Custodian Fidelity Institutional Wealth Services |

Employees at Heritage Financial Consultants enjoy reward trips, team building and wellness consultations. The firm empowers employees to participate in community service and charitable giving and cultivates a collaborative learning environment through organized study groups and “lunch and learns.” Employees also engage in a bowling competition at the annual holiday party.

As a result of the pandemic, Heritage firm put in place optional teleworking, sanitizing stations, plastic dividers and updated air filters in the office.