Heritage Financial Consultants, LLC today announced that Joe Morgan will be joining the organization as a financial planning professional.
The Baltimore, Maryland native is a founding partner of Blue Harbor Benefits, LLC., helping to build the organization’s reputation for small to mid-size business owners and the self-employed for all employee benefit and retirement services. At the same time, he has maintained his status as a Financial Planning Registered Representative and Investment Advisor Representative with Osaic FA (formerly Lincoln Financial Advisors) since 1992. Joe will be bringing on a new Towson office location.
As managing partner, Joe will continue to operate Blue Harbor Benefits, providing employee benefit and retirement services. Joining with Heritage will allow him and his team the opportunity to utilize exisiting resources and products, providing his clients with best-in-class services, helping navigate various challenges and opportunities they face to make informed financial decisions.
With over 30 years of financial services experience, Joe has comprehensive knowledge of 401K retirement savings plans, retirement income strategies and retirement plan consulting. His work with organizations, ranging from as few as two employees to groups insuring 500 or more employees and their business owners gives clients a streamlined benefits plan dealing with the complexities of employee benefits and the most appropriate options to help them make an informed fact-based decision. He prides himself on helping people from all walks of life with high quality service, obtaining impactful results for the families and businesses he works with, creating deep, personal relationships with all during the process.
“It’s wonderful to join a respected organization that I know very well,” said Joe. “Blue Harbor will not be going anywhere and nothing will change in terms of what we provide our clients or the great relationships that we have fostered with them. Joining forces with Heritage allows us the ability to tap into the outstanding expertise of the financial planning team, share best practices and utilize the deep resources of the organization.”
Joe’s father, James G. Morgan Jr., is a founding partner of Heritage, helping to launch the firm alongside Brian Gracie, in 1999.
A graduate of Radford University, Joe currently resides in Towson, Maryland with his wife, three children and their bernadoodle. Joe enjoys spending his free time playing golf, is a black belt in karate, and likes photography. Joe was a longtime member of the Jemicy School Board of Trustees, where he served for five years as president of the Jemicy Alumni Association, and was a founding board member of the Odyssey School. For the past 19 years, he and his father, James, have co-chaired The Morgan Family Foundation Golf Classic, which has raised over $2.5 million to fund educational programs and scholarships for students with dyslexia in Baltimore-area schools.
Led by founder Brian Gracie, Heritage Financial Consultants aims to positively impact the lives of their clients and their families through education and innovative financial solutions. Well into its second decade, Heritage Financial Consultants holds more than $6.8 billion in client-invested assets across (as of December 31, 2022) 12 offices in Maryland, Virginia, Delaware, Florida, Pennsylvania, and New Jersey.