It's the season for setting new goals and drawing up New Year's resolutions. Here some financial planners share what theirs are for 2015, how they made them and how they intend to carry them out.

Wall Street JournalDavid EdwardsDecember 30, 2014Robo-Advisors, New YearComment

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.