Blue Heron Financial Group

Blue Heron Financial Group We are more than financial advisors; we are partners in your journey, providing guidance and care as you pursue your life goals. Member FINRA/SIPC.

With a deep commitment to delivering tailored financial strategies and clear communication, we treat every client like family. Securities and Advisory Services offered through LPL Financial, A Registered Investment Advisor. FINRA.org SIPC.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completenes

s. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The Fed’s interest rate decisions can have a big impact on savings accounts, loans, credit cards, and mortgages, which i...
05/29/2026

The Fed’s interest rate decisions can have a big impact on savings accounts, loans, credit cards, and mortgages, which is why so many people pay attention to them. When rates stay higher, borrowing money usually costs more, but savers can often earn better returns on cash.

Watch how rate changes could affect your own money goals, whether that means saving, paying off debt, or investing.

Stay ahead of the 2026 Fed meeting schedule. Discover how projected interest rate shifts impact your portfolio, from stocks to fixed income.

Being too careful with spending in retirement can actually backfire because it might stop people from enjoying the money...
05/21/2026

Being too careful with spending in retirement can actually backfire because it might stop people from enjoying the money they worked so hard to save.

Read more to find out why it's important to find a balance so you can enjoy life, while still making your money last.

For some retirees, underspending their retirement savings is a bigger problem than overspending.

In observance of Memorial Day, our office will be closed on Monday, May 25th.We wish you and your family a safe and mean...
05/20/2026

In observance of Memorial Day, our office will be closed on Monday, May 25th.

We wish you and your family a safe and meaningful holiday weekend.

You don't need a six-figure income to build wealth; it really comes down to your everyday money habits. Things like spen...
05/13/2026

You don't need a six-figure income to build wealth; it really comes down to your everyday money habits. Things like spending less than you earn, saving a little consistently, and avoiding unnecessary debt can add up over time. Here's why small, smart choices repeated regularly can make a big difference in your financial future.

Unlock the secret to lasting financial success by adopting the wealth-building habits of a high-net-worth individual.

So much of what we plan for—family, security, the future- is inspired by the people who matter most.Today, we celebrate ...
05/10/2026

So much of what we plan for—family, security, the future- is inspired by the people who matter most.

Today, we celebrate the mothers who make it all meaningful.

Happy Mother’s Day 💙

From Your Blue Heron Family to all the moms, grandmoms, aunts, stepmoms, and caregivers -- enjoy your special day!
05/08/2026

From Your Blue Heron Family to all the moms, grandmoms, aunts, stepmoms, and caregivers -- enjoy your special day!

Nurses show up on some of life’s most important days, offering care, comfort, and strength when it matters most.We’re gr...
05/08/2026

Nurses show up on some of life’s most important days, offering care, comfort, and strength when it matters most.

We’re grateful today and every day.

Happy National Nurses Day.

Some Blue Herons have been hitting the links in support of a great cause, joining The Well’s Winning Drive for not-for-p...
05/06/2026

Some Blue Herons have been hitting the links in support of a great cause, joining The Well’s Winning Drive for not-for-profit fundraising (and a little fun along the way).

Address

1410 Forest Drive, Ste 30
Annapolis, MD
21403

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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