Heritage Financial Planning Named Finalist for “Best RIA Firm for High Net Worth Clients”


ATLANTA, Nov. 28, 2017 (GLOBE NEWSWIRE) -- Heritage Financial Planning, a Fee-Only Financial Planning firm with a new office in Atlanta, Georgia, was named as one of seven finalists for the prestigious “Best RIA Firm for High Net Worth Clients” in 2017. Heritage was the only firm not headquartered in the Northeast or California, to be named as a finalist for this prestigious award.

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

Steve Blankenship, CFP® has been featured 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.

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