Heron Wealth is a New York City-based independent financial advisory firm that provides financial planning, investment advice and estate planning services. Founded by President David Edwards in 1996, Heron Wealth currently manages $355 million of our clients' assets.
Over the years David has assembled a team of highly professional financial planners and wealth advisers who provide financial advice to more than 120 client families.
The core values of our firm are integrity and transparency. We take care of the wealth of our families and friends and we take that responsibility very seriously. As a fiduciary we always put our clients' interests first. This is the only way in which we can provide unbiased, transparent advice.
Our purpose is to clarify and simplify the means by which our clients achieve their financial goals. That means that before we take action on.. your behalf, we fully disclose the risks and potential rewards - as well as how you pay for our advice.