Heffernan Financial's Leadership Shines with Top Retirement Advisers Recognition by PLANADVISER in 2026
Heffernan Financial Recognizes Excellence in Retirement Planning
In a glowing acknowledgment of exceptional industry leadership, Heffernan Financial has proudly announced that its representatives, Blake Thibault, John Clark, and Sean Kelly, have been honored in the 2026 Top Retirement Plan Advisers list by PLANADVISER. This prestigious recognition, which reflects commitment and expertise within the realm of retirement planning, was unveiled in March 2026 and will be celebrated at the PLANADVISER Industry Leader Awards in New York City on May 14.
A Testament to Dedication and Service
The selection of these advisors is based on a rigorous evaluation process that includes both qualitative and quantitative measures. Factors taken into consideration include their years of experience, the percentage of their business dedicated to retirement plans, their fiduciary roles, and their involvement in various categories such as Plan Sponsor Service and Mentorship. The commitment to diversity, equity, and inclusion (DEI) was also evaluated in conjunction with their roles in closing gaps for retirement plan coverage, particularly in specialized plans.
Blake Thibault, the President of Heffernan Financial, expressed pride and gratitude for this honor:
Topics Financial Services & Investing）
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