(MENAFNEditorial) ATLANTA, Dec. 15, 2017 /PRNewswire/ --Heritage Financial Planning, a Fee-Only Financial Planning firm with a new office in , 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®, , and .Heritage also has two members of its Wealth Enhancement Team including and . have been featured in numerous media outlets including on the cover of Financial Planning Magazine, and has appeared in 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 "", a frequently updated blog, a section, a section and educational sections for financial topics such as , , and .
.
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:
View original content:
SOURCE Heritage Financial Planning
MENAFN1512201700701241ID1096238196
Legal Disclaimer:
MENAFN provides the information “as is” without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the provider above.