Heritage Financial Consultants, a wealth manangement firm based in Hunt Valley, has expanded with the opening of a new office in Annapolis.
The Annapolis office on West Street will be Heritage's fourth. It also has locations in Preston on the Eastern Shore and Wilmington, Del.
"As we expand into Annapolis, we are better positioned to serve clients throughout the Mid-Atlantic region," said John McCarthy, a Partner at Heritage Financial Consultants.
The office will be led by Brittain "Dee" Humphrey of Grasonville.
Heritage Financial offers comprehensive financial services for individuals, families and busiensses, including investment management, retirement and estate planning, business ownership and succession, insurance and risk management, and employee benefit services.