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Heritage Financial Planning Press releases

1 - 5 of 5 Press Releases

Heritage Financial Planning Named Finalist for "Best Lifestyle Firm"
Dec 15, 2017
Heritage Financial Planning shortlisted as one of four finalists for "Best Lifestyle Firm" by Private Asset Magazine

Atlanta Fee-Only Financial Planner Steve Blankenship, CFP® and DFW Fee-Only Financial Planner Allison Geiger, CFP® to Attend Nobel Prize Activities
Nov 17, 2017
Award Winning Dallas/Fort Worth Fee-Only Financial Planner Allison Geiger, CFP® and Award Winning Atlanta Fee-Only Financial Planner Steve Blankenship, CFP® will represent Heritage Financial Planning in Stockholm, Sweden at the Nobel Prize Lectures in...

Nationally Recognized Fee-Only Financial Planning/Planner Firm www.HeritageFinancialPlanning.com Opens Atlanta Office
Sep 26, 2017
Heritage Financial Planning www.HeritageFinancialPlanning.com was the first fee-only firm in history to be named Practice of the Year by Peak Advisor Alliance.

Heritage Financial Planning Wins National Practice of the Year Award
May 27, 2015
Dallas/Fort Worth based Heritage Financial Planning is the first fee-only firm in history, and only the second firm from Texas to be named Practice of the Year by Peak Advisor Alliance.

Allison Geiger, CFP® Named Managing Director of Heritage Financial Planning
Aug 31, 2014
New Dallas Office of Heritage Financial Planning to be headed by award winning financial planner Allison Geiger, CFP®


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