Heritage Financial Planning Wins National Practice of the Year Award

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.
DALLAS - May 27, 2015 - PRLog -- Peak Advisor Alliance, the nation’s premier financial advisor coaching program, is thrilled to announce that Heritage Financial Planning has won its 2015 Emerging Practice of the Year Award.  Peak Advisor Alliance, a consulting company that provides coaching for financial advisors all over the country, annually honors a financial planning firm from among its members that has significantly enhanced its service to clients and shown outstanding growth.  Founder Steve Blankenship, CFP®, received the award on May 21st in Las Vegas, Nevada during Peak Advisor Alliance’s national conference.  Heritage was chosen from among some of the top wealth management practices in the nation.

Heritage is the first fee-only firm in history, and only the second firm from Texas to ever win this prestigious award.  Upon receiving the award, Blankenship said, “While winning this award is a stunning achievement, our clients know that I don’t like to rest on my laurels.  I want to continue to push the boundaries and make us better so that we evolve into a firm that can serve them better each and every day.”

Blankenship continued, “Our clients are the reason we won this award.  In 2013, our clients participated in a groundbreaking survey and told us about the firm that they would like to have.  We listened and began reshaping our firm based on their feedback.  Two years later, the firm that they designed, has been recognized as the top firm in the nation.”

Blankenship added, “I would like to thank the entire Peak Team and in particular, Tim Peterson, for being a tremendous resource over the past few years.  Our evolution as a firm has been greatly impacted for the better as a result of our relationship with Peak.”

Heritage Financial Planning is one of only a handful of fee-only wealth management firms in the Metroplex, with offices in Dallas and the Mid-Cities.  Heritage founder Steve Blankenship has been featured on the cover of Financial Planning Magazine and the firm’s financial advisors are regularly named to the Five Star Wealth Manager list in Texas Monthly Magazine and to the Best Financial Planners in Dallas list by D Magazine.

Heritage may be reached at (214) 446-2100 for the Dallas office and (817) 410-2500 for the Mid-Cities office.  More information can be found at http://www.HeritageFinancialPlanning.com

Steve Blankenship

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