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Heron In The News

Our wealth advisers are featured in more than 200 interviews since 2011. Scroll down to see current interviews.

David Edwards featured in "The Most Influential Advisor Video Blogs"

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David Edwards, President of Heron Financial Group/Wealth Advisors, founded his New York-based company 20 years ago in 1996. A wealth management firm that handles more than 100 clients with nearly $250 million in financial assets,

Edwards understands a thing or two about investment tips and how to appropriately guide an investor’s funds in the right direction. Although it is not the most beautifully designed format, Edwards’ introductory series on GuideVine is perfect for curious viewers and prospective clients. The several informative videos present an accurate and to-the-point analysis on financial planning by Edwards himself.

Read the full article on GuideVine