About Heron Wealth

Heron Wealth president and wealth advisor David Edwards.

Heron Wealth president and wealth advisor David Edwards.

 

Our Story

Heron Wealth is a New York City-based independent financial advisory firm that provides financial planning, investment advice and estate planning services. Founded by David Edwards in 1996, Heron currently has $320 million AUM.

Our clients are executives, partners and associates of law firms, banks & consultancies, entrepreneurs and rising professionals. Our purpose is to clarify and simplify the means by which our clients achieve their financial goals.

About David Edwards

David Edwards is president and founder of Heron Wealth. Based in New York City, David has been a wealth advisor for over 20 years, advising his clients on financial planning, investment advice and estate planning.

David has assembled a team of highly professional Certified Financial Planners who provide advice to over 120 client families. Click here to read more about our team.

What others say

In 2017, Expertise named Heron Wealth one of the 2017 Top 15 Financial Advisors in New York City. 

In the same year Heron Wealth was recognized by Financial Advisor as one of the Top 50 Fastest Growing Independent Financial Advisory Firms in the US.