Heritage Financial Planning Named Finalist for “Best Lifestyle Firm”

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ATLANTA, Dec. 15, 2017 /PRNewswire/ — Heritage Financial Planning, a Fee-Only Financial Planning firm with a new office in Atlanta, Georgia, has been named as one of four finalists for the prestigious “Best Lifestyle Firm.” Heritage was named “Best Lifestyle Firm” in 2016 and was a finalist for the award in 2017.

Private Asset Management (PAM) Magazine – the industry publication that covers the wealth management and family office industry – brings to readers actionable information regarding best business practices, investment management, and trust services. It incorporates breaking industry news, people moves, in-depth trend articles, and profiles on top multi and single-family offices, and wealth management firms. PAM’s readership includes family offices, private bankers, money managers, high-net-worth units, hedge fund managers, consultants, concierge firms, lawyers, and accountants.

About the PAM Awards

The PAM Awards are presented annually by Private Asset Management, a financial services industry trade publication. The PAM Awards invites firms to compete for recognition in several categories by providing information regarding their business model, services offered, growth in client count and assets managed, countries of operation, service innovation, and performance. A panel of independent industry experts selects the nominees and winners based on a number of qualitative and quantitative performance indicators.

About Heritage Financial Planning

Heritage Financial Planning has four full time financial planners including Steve Blankenship, CFP®. Allison Geiger, CFP®, Kelsey Norton, CFP®, and Paul Streiber, M.B.A, CFP®, CRPC®. Heritage also has two members of its Wealth Enhancement Team including Tom Clark and Catherine MarrsHeritage Planners have been featured in numerous media outlets including on the cover of Financial Planning Magazine, and has appeared in numerous national media outlets including Newsweek, Kiplinger’s, BusinessWeek, Money Magazine, theStreet.com and has served as a technical advisor for multiple articles in The Wall Street Journal and Money Magazine.

Heritage Financial Planning’s website provides a wealth of information for those looking for a financial advisor or simply guidance to help them learn more about financial planning.  The website includes a section titled “Five Myths“, a frequently updated blog, a Services Provided section, a Frequently Asked Questions section and educational sections for financial topics such as Investments, Estate Planning, Taxes and Retirement Planning.

Heritage may be reached at (404)496-8200 for the Atlanta office and at (214)446-2100 for the Dallas office.

Nominees and winners will be announced at a gala dinner and awards ceremony at 583 Park Avenue, New York on Thursday, February 8, 2018.

PRLog ID: www.prlog.org/12682332

 

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SOURCE Heritage Financial Planning



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