Heron Wealth Recognized for Second Year as One of the Top 15 Financial Advisory Firms in New York City

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Independent Wealth Management Firm Provides Services as Client Fiduciary

NEW YORK, March 6, 2018 /PRNewswire/ -- Heron Wealth, an SEC Registered Investment Advisor (RIA) based in New York City, was once again named by Expertise.com as one of the Top 15 Financial Advisory Firms in New York City. Heron Wealth helps individuals and families plan for their financial futures, grow their assets via thoughtful investment strategies, and secure a stable and/or significant standard of living for family members who may outlive them. This is the second year that Heron Wealth was selected for this Top Advisors list.

We are delighted to be included on this list of the Top 15 Financial Advisors in New York. We take pride in providing our clients with consistently professional and timely services, and a personable team of experts whose love for their work – and our clients – really shows.
— David Edwards, President

AWARD SELECTION METHODOLOGY

The overall ranking in the annual survey is based on more than 25 variables. Expertise LLC scored 1,944 financial advisors in the New York City area on publicly available data across five categories, including reputation, credibility, experience, availability and professionalism, and analyzed the results to create a hand-picked list of fifteen of the best financial advisors in New York City.

Expertise used their in-house software to grade each business across the following selection criteria:

  • Reputation: A history of satisfied customers giving excellent recommendations
  • Credibility: Established in their industry with licensing, accreditations, and awards
  • Experience: Masters of their craft, based on years of practical experience and education
  • Engagement: Approachable and responsive to clients and available for new business
  • Professionalism: Dedicated to providing consistently quality work and impeccable customer service

The selection process is performed annually across business categories and geographies. Expertise conducts a manual review to verify the accuracy of the selections.

 

CORE VALUES ARE INTEGRITY AND TRANSPARENCY

The core values of our firm are integrity and transparency. Taking care of our clients’ wealth and ensuring family needs across generations is a very serious responsibility.  Our purpose is to clarify and simplify the means by which our clients achieve their financial goals. As an SEC registered investment advisor, we are held to the highest fiduciary standard and always put our clients’ interests first.
— David Edwards, President