2025 Newsweek’s Top Financial Advisory Firms list is based upon an independent survey of Plant-A Insights Group, LLC ("PAI") including the analysis of 2020-2024 data for 15,000 SEC-registered firms (sourced in September 2024). In order to use the Intellectual Property and badge of this third-party rating, Heritage Financial, LLC ("HF") paid PAI seventy-five hundred dollars for its use for two years. The list was published on November 19, 2024.

2024 Washingtonian Magazine, DC’s Top Financial Advisors list is based upon a survey of local financial industry peers and was published on 1/15/2024. Washingtonian Magazine currently grants its Washington, DCs Best Financial Advisers: Fee-Only Financial Planners designation based upon other participating investment advisors responses to the following question about their peers: Whom would you trust with your own money? The specific question that Washingtonian promulgates in this respect may vary from year-to-year. Washingtonian also indicates that before granting the award/designation, it: conducted its own research and consulted industry publications; and that the professionals listed received the strongest recommendations from all sources. 

In addition to 2024, Aaron Clarke, CFP®, AIF® was also named a Washingtonian Magazine, DC’s Top Financial Advisor in 2022.

2024 Northern Virginia Magazine Top Financial Professionals in NoVA list is based upon a survey of all Northern Virginia Financial Professionals and was published on 8/30/2024.  Northern Virginia Magazine (NOVA) currently grants its Top Financial Planners designation based upon other participating investment advisors responses to the following question about their peers: If you had a close friend or relative who needed financial planning advice, and you could not handle the case yourself, to whom would you refer them? The specific question that NOVA promulgates in this respect may vary from year-to-year. 

In addition to 2024, David K. Morton, III, CEPA® was also named Northern Virginia Magazine Top Financial Professional in 2020, 2021, 2022, and 2023.

Aaron Clarke, CFP®, AIF® was named Northern Virginia Magazine Top Financial Professional in 2025.