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

GuidevineDavid EdwardsMay 23, 2016Most influential advisorComment

Heron Wealth is a New York City-based wealth advisory firm providing financial planning, investment advice and tax planning & estate planning services to clients. Founded by President David Edwards in 1996, Heron Wealth currently manages $500 million in client assets.