Fee-Only Wealth Advisor Doubles Managed Assets in Less Than Three Years

NEW YORK (October 15th, 2016) - David Edwards, founder,  Heron Financial Group | Wealth Advisors, a New York-based Registered Investment Advisor, continues to educate current clients and prospects on how to plan, grow and keep more of their financial assets. A slate of activity at industry and business events shows the dedication that Edwards and his team demonstrate in their quest to promote the "Joyful Planning" concept. Edwards took on leadership roles in the financial services industry, accepting advisory positions and speaking engagements with key industry associations. Edwards brings that exposure back to the firm to provide better service for Heron clients.

"As a fiduciary to our clients, we always act in their best interests. We remain committed to leading our profession in best practices and technology. This combination of good advice and good service resulted in exceptional growth within our firm," said Edwards. Heron Wealth grew from $122 million in assets as of January 2013 to $260 million through September 2016. "We plan to double assets over the next three years, double again within seven years to $1 billion. We will continue to deliver the high touch experience our clients expect, but also derive the revenues necessary to support our continued investment in human capital, technology, cybersecurity, compliance and operations," added Edwards.

Recap of recent leadership events: