Heritage Financial Advisors (Chris T Holcomb)

Chris T Holcomb, CFP (R), CKA(R), CRPS (R) Helping Families Align Their Wealth with What They Treasure Most | Wealth Management | Retirement Planning | Tax Strategies | 401(k) Rollovers

As a Certified Financial Planner™ (CFP®), I lead Heritage Financial Advisors, a wealth management firm based in Columbia, Maryland. We focus on retirement planning, retirement income planning, tax-efficient strategies, 401(k) rollovers, and traditional and faith-based investing.  Please visit our website at www.heritagefinancialadvisors.com or call us at 410-975-8387.

Our office is located at 8850 Columbia 100 Parkway, Suite 314 Columbia, MD  21045.

Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance License #0644976), member FINRA/SIPC. Advisory Services & Financial Planning is offered through Vicus Capital, Inc., a federally Registered Investment Adviser. Cetera is under separate ownership from any other named entity.