Heritage Financial Consultants LLC
Matthew D. Spedden is a seasoned financial professional with extensive experience in various roles within the finance sector. Currently serving as a Financial Planner at Heritage Financial Consultants LLC since April 2022, Matthew has previously held prominent positions including Managing Principal at Outerlimits Capital LLC from March 2011 to October 2016 and Managing Partner/Portfolio Manager at Outerlimits Fund LP during the same period. Matthew's earlier career includes roles as a Financial Advisor at LPL Financial from 2008 to 2010 and as an Account Executive at Ferris, Baker, Watts Inc. from 1996 to 2008, where Matthew was responsible for advising and monitoring client investment portfolios. Matthew holds a Certificate of Completion in Commercial Finance from CCTG and educational achievements from ECC and Dulaney High School.
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Heritage Financial Consultants LLC
Heritage Financial Consultants is a financial planning firm, committed to serving as stewards of wealth for our clients nationwide. Our priority is to provide exceptional service, helping our clients evaluate and address all aspects of their finances and protecting and growing their wealth in line with their personal values and goals. Our highly educated advisors possess key licenses that speak to their ability to provide professional guidance, and together, our team is knowledgeable, trustworthy, and attentive to the needs of all of our clients. Leveraging our team's expertise, we approach the financial marketplace with a fresh perspective to identify opportunities and solutions that are innovative, flexible, risk-managed, objective, and effective. We proactively engage with our clients' full team of trusted advisors to enhance our strategies and strengthen our plans for each unique situation and to help ensure that all of their needs are being met. We also conduct regular, face-to-face meetings to ensure that their plan aligns with their lifestyle and addresses any relevant changes to laws or regulations. We take pride in cultivating meaningful relationships and building and executing holistic financial plans that positively impact our clients' lives over the long term. Registered associates of Heritage Financial Consultants are registered representatives of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., (member SIPC) a broker/dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors. Securities offered to residents of AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY, and PR. CRN-5205627-111822