About Us

Relationship Motivated

We believe financial planning starts with listening. Before we build a strategy or recommend a solution, we take the time to understand your situation, your concerns, and what matters most to you. Our team is relationship driven, not sales motivated. We're problem solvers with people skills who aim to understand the decisions you're facing and why they feel important or uncertain.

What Drives Us

Financially, we succeed when you do. Our business is built on assets under management, planning fees, and thoughtful product solutions that fit your needs.

But what really drives us is the emotional reward of helping clients and their families improve their lives. We see the impact of good planning every day, from the relief of having a clear retirement strategy to the confidence of knowing your family will be protected. We also see the cost of putting it off. That's why we're here.

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Meet Our Team

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Julian Grubbs

Financial Professional

Regina Beatty

Financial Professional

Thomas Marek

Financial Plan Coordinator

Kelly Kowalczik

Client Relationship Manager

Extensive Resources

Heritage Financial Consultants is a private, full-service, independent wealth management firm established in Baltimore, Maryland, in 1999. Our reputation is built on lasting relationships with our clients to whom we provide personalized financial services. Our planners provide wealth management services and have deep experience in investment planning, tax reduction strategies, estate planning strategies, and risk management planning.

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Financial clarity begins with understanding where you are and where you want to go. Let's schedule a time to talk about your goals and how we can help you get there.

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