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Founder and CEO Chuck Bean expressed his gratitude for the honor, saying, "It is an incredible honor to once again be recognized on Barron's prestigious list of Top 100 Independent Financial Advisors in the nation. Our independence allows our highly credentialed Wealth Managers to partner with best-in-class attorneys, accountants, and consultants across the country to collaboratively meet, and exceed, the needs of our clients. I am very proud to share this honor with the entire Heritage team and am deeply grateful to our clients for their continued loyalty to our firm."
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The ranking reflects the volume of assets overseen, revenues generated, and the quality of advisors' practices. It was awarded on September 15th based on data from June 30th. Heritage Financial Services is dedicated to providing personalized financial advice and experienced investment management to affluent families.
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