Independent Wealth Management Firm Provides Services as Client Fiduciary
New York, NY, March 6, 2018 (Newswire.com) - Heron Wealth, an SEC Registered Investment Advisor (RIA) based in New York City, was once again named by Expertise.com as one of the Top 15 Financial Advisory Firms in New York City. Heron Wealth helps individuals and families plan for their financial futures, grow their assets via thoughtful investment strategies, and secure a stable and/or significant standard of living for family members who may outlive them. This is the second year that Heron Wealth was selected for this Top Advisors list.
“We are delighted to be included on this list of the Top 15 Financial Advisors in New York,” said David Edwards, president and founder of Heron Wealth. “We take pride in providing our clients with consistently professional and timely services, and a personable team of experts whose love for their work – and our clients – really shows.”
AWARD SELECTION METHODOLOGY
The core values of our firm are integrity and transparency. Taking care of our clients' wealth and ensuring family needs across generations is a very serious responsibility. Our purpose is to clarify and simplify the means by which our clients achieve their financial goals. As an SEC registered investment advisor, we are held to the highest fiduciary standard and always put our clients' interests first.
The overall ranking in the annual survey is based on more than 25 variables. Expertise LLC scored 1,944 financial advisors in the New York City area on publicly available data across five categories, including reputation, credibility, experience, availability and professionalism, and analyzed the results to create a hand-picked list of fifteen of the best financial advisors in New York City.
Expertise used their in-house software to grade each business across the following selection criteria:
· Reputation: A history of satisfied customers giving excellent recommendations
· Credibility: Established in their industry with licensing, accreditations, and awards
· Experience: Masters of their craft, based on years of practical experience and education
· Engagement: Approachable and responsive to clients and available for new business
· Professionalism: Dedicated to providing consistently quality work and impeccable customer service
The selection process is performed annually across business categories and geographies. Expertise conducts a manual review to verify the accuracy of the selections.
CORE VALUES ARE INTEGRITY AND TRANSPARENCY
“The core values of our firm are integrity and transparency,” Edwards continued. “Taking care of our clients’ wealth and ensuring family needs across generations is a very serious responsibility. Our purpose is to clarify and simplify the means by which our clients achieve their financial goals.”
“As an SEC registered investment advisor, we are held to the highest fiduciary standard and always put our clients’ interests first.”
ABOUT HERON WEALTH AND DAVID EDWARDS
David Edwards is president and founder of Heron Wealth, which provides financial planning, investment advice, and estate planning to individuals and families across the United States and overseas in Europe and South America. Review Heron's video Building a Financial Plan is Easy…Right?
Edwards is a member of the Investment Adviser Association (IAA), serving on the Legislation and Technology committees. Edwards has served on the eMoney Advisory Board since March 2016. Serving on the Advisory Board allows Edwards to contribute to the ongoing success and development of eMoney's financial planning and digital wealth management technology while keeping him in the loop on future developments and innovations within the financial services industry.
Prior to founding Heron Wealth, Edwards was associated with Morgan Stanley, JP Morgan and Nomura Securities where he developed investment products and quantitative trading models. For fun, Edwards competes frequently in sailing regattas from New England to the Caribbean and coaches a home town team in New York Harbor. Learn more about our team at https://heronwealth.com/team/
ABOUT EXPERTISE LLC
Based in Seattle, Expertise creates lists of top service professionals in over 100 business categories across 1000 cities, covering 85% of the US. Expertise starts by identifying a broad pool of active professionals within a given business category and geography. To date, they’ve explored over 10M businesses. A business cannot pay to be selected for one of the Expertise lists. In addition to publishing city-specific articles about their hand-selected businesses, Expertise features a library of how-to-guides written by experienced contributors. Their resources connect readers with industry advice and trends, so consumers can make informed decisions about their goals, projects, and who they hire. For more information, visit www.expertise.com.
Source: Heron Wealth