Our Story

Heron Wealth is a New York City-based wealth advisory firm that provides financial planning, investment advice and tax & estate planning services to client families living in the United States, Europe and Latin America. Founded by President David Edwards in 1996, Heron Wealth currently manages $360 million in client assets.

Meet our team.

 
 

 
 

Our Clients

At Heron Wealth our goal is to have client relationships that 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 require financial planning and investment management services. We are proud of the fact that most new clients are introduced to us by existing clients or other professionals.

 
 

 
 

Our Purpose

Our purpose is to clarify and simplify the means by which our clients achieve their financial goals. Before we take action on your behalf, we fully disclose the risks and potential rewards - as well as how you pay for our advice.

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

A fiduciary is a person who acts on behalf of another person, or persons to manage assets. Essentially, a fiduciary is a person or organization that owes to another the duties of good faith and trust.

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. 

Learn how we work with you.