Your Personal Financial Platform


With the Heron Wealth Financial Platform, you have all your financial data at your fingertips, 24/7. It also allows our wealth advisors to work more efficiently, allowing us to spend our time on advising you. Please check out the video's below for an introduction.

Our financial planning platform is like the GPS in your car - ‘Where am I going and when will I get there?’ Should something in your life change, just let us know. In moments, our technology will recalculate time and distance to your destination.
— David Edwards, President & Wealth Advisor