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.

Wishing all the dads and father figures a very Happy Father's Day.
06/22/2026

Wishing all the dads and father figures a very Happy Father's Day.

Our June Team Member of the Month spotlight is on Joanna St. Clair, RICP®, one of our team's financial advisors. She may...
06/18/2026

Our June Team Member of the Month spotlight is on Joanna St. Clair, RICP®, one of our team's financial advisors.

She may be the newest member of the team, but she joins us with over 30 years of experience in financial services.

Starting somewhere new is always a leap, but Joanna says she has been blessed to land at Blue Heron with a group that truly values people and relationships. Her goal as an advisor is to make finances feel less complicated and more empowering.

Outside of work, one of her happy places is out on the water kayaking. Joanna says it helps her slow down and stay grounded. She brings that same energy into how she works with clients: steady, thoughtful, and focused on what matters most to them.

If you're looking for someone who takes the time to listen, understand what matters most to you, and build a plan tailored to your goals, Joanna would love to connect.

Whether you're planning for the future, navigating a life transition, or simply looking for guidance, feel free to send Joanna a message or reach out anytime. She looks forward to getting to know you.

06/17/2026

In observance of Juneteenth, our office will be closed on Friday, June 19, 2026.

Wishing everyone a beautiful weekend.

Receiving an inheritance can change your financial situation quickly, which is why making rushed decisions can lead to m...
06/11/2026

Receiving an inheritance can change your financial situation quickly, which is why making rushed decisions can lead to mistakes.

Taking time to understand taxes, debts, investments, and long-term goals can help protect the money and make it more useful for your future. Having a plan before spending anything is one of the smartest things someone can do after inheriting money.

What you should do with an inheritance, even if it comes at the worst possible time.

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.

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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