Blue Heron Wealth Advisors of Raymond James

Blue Heron Wealth Advisors of Raymond James Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Blue Heron Wealth Advisors of Raymond James, Financial planner, 814 A1A Scenic and Historic Coastal Byway, Ponte Vedra Beach, FL.

Blue Heron Wealth Advisors of Raymond James provides personalized financial planning and wealth management for families, business owners, and retirees in Ponte Vedra Beach, FL.

The current stretch of 9 consecutive positive weeks is one of the longest historically. Since 1980, there have only been...
06/04/2026

The current stretch of 9 consecutive positive weeks is one of the longest historically. Since 1980, there have only been a handful of 8+ consecutive weekly gains.

Read more in the Weekly Market Guide.

amazonaws.com

Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.Read more i...
05/28/2026

Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.

Read more in the Weekly Market Guide.

amazonaws.com

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.
05/25/2026

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.

Following the index's pullback in Q1, there has been some incremental progress in the Middle East (i.e. ceasefire negoti...
05/21/2026

Following the index's pullback in Q1, there has been some incremental progress in the Middle East (i.e. ceasefire negotiations vs. widespread bombing) and economic data has been resilient through the disruptions.

Read more in the Weekly Market Guide.

amazonaws.com

An HSA is more than a way to pay for current healthcare costs. It can play a critical role in long term retirement plann...
05/18/2026

An HSA is more than a way to pay for current healthcare costs. It can play a critical role in long term retirement planning when paired with a 401(k). The average 65-year-old today may need more than $172,000 for healthcare expenses in retirement, yet many employees have not accounted for this in their savings strategy.
By using both an HSA and a 401(k), employees can strengthen their financial future. Those who take advantage of this combination tend to save more, feel more confident about retirement, and are less likely to tap into their savings early. Together, these benefits create a more complete approach to preparing for both everyday needs and future healthcare costs.

fidelityworkplace.com

The market appears reinvigorated following the war-induced selloff, driven by a powerful gravitational pull from fear of...
05/14/2026

The market appears reinvigorated following the war-induced selloff, driven by a powerful gravitational pull from fear of missing out and a growing preference for earnings visibility.

Read more in the Weekly Market Guide.

amazonaws.com

Wishing a warm and happy Mother's Day to all who nurture, support and inspire!
05/10/2026

Wishing a warm and happy Mother's Day to all who nurture, support and inspire!

Boomers seek stability, Millennials chase innovation. Two distinct styles reshaping markets and driving the cultural for...
05/08/2026

Boomers seek stability, Millennials chase innovation. Two distinct styles reshaping markets and driving the cultural forces behind tomorrow's financial landscape:

raymondjames.com

The S&P 500 is up a sharp +15% in 25 days, as March nervousness gets replaced by optimism. Why? 1) Signs of flexibility,...
05/07/2026

The S&P 500 is up a sharp +15% in 25 days, as March nervousness gets replaced by optimism. Why? 1) Signs of flexibility, 2) Resilient economic data, and 3) Strong earnings season.

Read more in the Weekly Market Guide.

amazonaws.com

Have fun celebrating!
05/07/2026

Have fun celebrating!

Address

814 A1A Scenic And Historic Coastal Byway
Ponte Vedra Beach, FL
32082

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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