Our Story

Heron Wealth is a New York City-based, independent wealth advisory firm that provides financial planning, investment advice and estate planning services to 130 families living in the United States, Europe and Latin America. Founded by President David Edwards in 1996, Heron Wealth currently manages $375 million in client assets.

Over the years David has assembled a closely-knit team of highly professional financial planners and wealth advisors. We counsel our clients on saving for a major purchase like a home, budgeting for their children’s education or planning for retirement. In managing our clients' investment accounts we balance investment risk with long-term returns and tax-efficiency.

Click here to read more about our team.

 
 

 
 

Our Clients

Our clients are successful executives, partners and associates of law firms, banks & consultancies, entrepreneurs and rising professionals who don't have the time to sift through the many options available to them, and who prefer working with a wealth advisory firm to guide them to the best financial decisions.

At Heron Wealth our client relationships really last for a lifetime. Twenty years ago most people started thinking about retirement in their fifties and sixties. These days, we not only work with our clients and our clients’ children. We also work with young professionals in their thirties and forties who want financial planning and investment management services to make sure they can lead the life they want and plan for a comfortable retirement.

We are proud of the fact that most new clients are introduced to us by existing, satisfied clients or other professionals.

 
 

 
 

Our Purpose

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.  

What is the fiduciary standard and why is it so important to you?

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.

Click here to read how we charge our clients.

 
 

 
 

What others say

Expertise named Heron Wealth one of the Top 15 Financial Advisors in New York City in 2017 and 2018. 

In 2017 Heron Wealth was recognized by Financial Advisor as one of the Top 50 Fastest Growing Independent Financial Advisory Firms in the US.