Learn More About Financial Planning With our Video Knowledge Library
Heron University
Basics of Investing for Retirement
David Edwards, President of Heron Wealth, explains to an audience of younger investors the considerations they should make as they invest for their retirement, particularly in their 401K.
Behavioral Finance - why we buy high and sell low
Heron Wealth President David Edwards explains the importance of behavioral finance in investment decisions.
Liftoff to a Lifetime of Investing
David Edwards, President of Heron Wealth and a graduate of the Hamilton College Class of '83, gave a presentation to current students on how to invest after college, and also gave career tips for those students interested in careers in wealth management.
How Heron Wealth helps you to achieve your financial goals
In this short presentation David Edwards, President and Wealth Advisor, introduces the Heron Wealth approach
Joyful financial planning explained
Can joy replace fear in planning for your financial future? Heron Wealth President David Edwards explains how we achieve this for our clients.
Wealth Management Careers
Heron Wealth President David Edwards presents tips on seeking a career in wealth management.
Client Resources
WealthTrack - our financial planning app
Explore the features of Heron Wealth's financial planning app
Five items from the Heron Wealth retirement checklist
What do "Investing in Retirement" and landing an aircraft have in common? If you get it wrong, the results could be disastrous
Life in a Box
As a kid, things were simple. Life's different now and financial planning keeps you organized and in-the-know.
Building a Financial Plan is easy...right?
Heron Wealth President David Edwards explains why it makes sense to speak to a financial planner in order to get a handle on your finances.
Recent Interviews with Heron Advisors
Mid-year Outlook with Liz Clayman
With the bull market in its 10th year, 4 experts discuss what they see on the horizon for equities, bonds, the economy and more. 6/30/2019
How Redtail Helped Heron Soar
Heron Wealth is well known for successfully leveraging technology to maintain high levels of client service. 4/15/2019
Position Your Firm for 25 Years of Growth
David Edwards explains how the integration of marketing, technology and process drives his firm’s 30% annual AUM growth. 2/8/2019