Brian Gracie, Founder, Partner & Financial Planner of Heritage Financial...


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Brian Gracie is the Founder, Partner & Financial Planner at Heritage Financial Consultants, an independent financial services and wealth management firm headquartered in Hunt Valley, MD. Working in the financial field for over three decades, he specializes in asset management, estate planning, and financial planning for individuals and business owners. He concentrates on the private wealth management arena, with a focus on multi-generational and charitable planning. 

In addition to his focus on working with high-net-worth individuals and families, his diverse clientele includes, professionals, business owners, and executives of private and public companies.

A lifelong Baltimorean, Brian resides in Reisterstown, Maryland with his wife. He is an avid golfer, enjoys all sports, traveling to new places and is active in the community, serving on several charitable boards who have a mission of serving children.

Brian is actively engaged in the community, through both his time and generosity, with a passion for helping individuals, families, and especially children in need. He currently is on the 1st Tee of Baltimore and Golfer’s Charitable Foundation Boards which serves children with the goal of “changing the trajectory of a young person’s life.” He also volunteers his time with Catholic Charities and their Development Committee, the Planning Committee for Pathfinders for Autism, The Franciscan Center, and at his alma mater, James Madison University as President Council Member, on a consistent basis.

Heritage Financial Consultants aims to make a positive impact on the lives of their clients, and their clients’ families, through education and innovative financial solutions. Now in its 22nd year, Heritage manages more than $6 billion in client-invested assets across 10 offices in Maryland, Virginia, Delaware, Florida and Pennsylvania with two more soon to come in New Jersey.

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Brian Gracie is a registered representative of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors. CRN-4088942-010322


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