Heron Wealth

Expertise named Heron Wealth one of the 2017 Top 15 Financial Advisors in New York City. Heron Wealth was recognized in 2017 by Financial Advisor as one of the Top 50 Fastest Growing Independent Financial Advisory Firms in the US. 

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 $300 million AUM. For more information visit www.heronwealth.com.