Heritage Financial Consultants, LLC today announced that Joseph Dankowski has joined the firm as Heritage continues to grow its portfolio of high-caliber, experienced and credentialed financial professionals.
Dankowski brings 23 years of financial service experience to the organization. In his new role, he will assist a wide variety of clientele and their families on the development and implementation of coordinated financial strategies. His open architecture approach allows for the ability to offer high quality and true objective advice to address the unique needs of his clients.
The University of Maryland Robert H. Smith School of Business graduate specializes in Wealth Planning and Preservation, Strategic and Tactical Investment Management, Retirement Income Planning, Tax Efficiency, Estate and Tax Reduction Strategies, Risk Management and 401K and Corporate Retirement Plan Management. Dankowski’s goal is to help design tailored strategies around building, managing and preserving the wealth of his clients. His approach in combining core, opportunity and alternative asset classes to minimize risk and create tax efficiency, while delivering personalized investment advice and financial planning strategies, are hallmarks of his practice.
“I am very excited to be joining a top-tier organization in Heritage Financial,” said Dankowski. “Joining the firm will allow me to take my practice to the next level, providing my clients with better planning solutions and tapping into the deep resources of the firm and learning from the individuals on the financial planning and investment teams to allow for continued growth.”
Dankowski spent the first 10 years of his career with Ameriprise Financial, working in a variety of roles, from financial advisor to later being responsible for managing and growing the organization’s wealth management and financial planning business as field Vice President. In 2009, Dankowski transitioned to the First Financial Group organization, leading a wealth management practice that assisted a wide range of clients and their families to develop and implement coordinated financial strategies.
“Heritage Financial Consultants is thrilled to bring on Joe as a valuable member of our team and we are eager to see the impact his extensive experience has on our clients,” said Brian Gracie, founding partner, Heritage Financial Consultants. “His knowledge of this industry will bring another resource to our organization, furthering our level of service to clients.”
Led by founder Brian Gracie, Heritage Financial Consultants aims to positively impact the lives of their clients and their families through education and innovative financial solutions. Well into its second decade, Heritage Financial Consultants holds more than $6 billion in client-invested assets across 12 offices in Maryland, Virginia, Delaware, Florida, Pennsylvania, and New Jersey.
About Heritage Financial Consultants
Heritage Financial Consultants is a full-service, independent financial services and wealth management firm headquartered in Hunt Valley, Md., with offices in Wilmington, Del., Preston, Md., Vienna, Va., Greensburg, Pa., and four locations in Florida (Miami, Boca Raton, Naples, and Sarasota) and Collingswood, NJ (just outside of Philadelphia, Pa.). Registered associates of Heritage Financial Consultants are registered representatives of Lincoln Financial Advisors, a broker/dealer (Member SIPC), and a registered investment advisor. Heritage Financial Consultants helps individuals, families, and businesses gain a sense of security through comprehensive financial services, including wealth management, retirement and estate planning strategies, business ownership and succession, insurance and risk management, and employee benefit services. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors. For more information, please visit www.heritageconsultants.com.