David Edwards

MBA
Personal Finance, Retirement, Investing
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“With over three decades of experience in the financial industry, David Edwards simplifies and clarifies the process by which his clients achieve their financial goals.”
Firm:

Heron Wealth

Job Title:

President

Biography:

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 in Europe.

David graduated from Hamilton College with a concentration in History and Mathematics, and holds an MBA in General Management from Darden Graduate School of Business at the University of Virginia.

David contributed over 100 columns to TheStreet.com.   He is quoted frequently in Bloomberg, Wall Street Journal, Reuters, InvestmentNews, Money, Financial Planning and many other financial news sources.  David serves as a member of the Investment Adviser Association serving on the Legislation and Technology committees, and is an advisory board member for eMoney.  Prior to founding Heron Wealth, he was associated with Morgan Stanley, JP Morgan and Nomura Securities developing investment products and quantitative trading models.

David competes in sailing regattas from New England to the Caribbean and coaches a home town team in New York Harbor.

Education:

MBA, General Management, University of Virginia
BA, History/Mathematics, Hamilton College

Assets Under Management:

$320 million

Fee Structure:

1%/year for seperately managed stock and bond portfolios
0.75% for mutual fund portfolios
0.75% for exchange traded fund portfolios
$200/mth for couple-$100/mth for single- fin planning only

CRD Number:

146012

Videos
  • Behavioral finance - why we buy high and sell low
  • Life in a Box
  • Our Financial Planning App
  • How Heron Wealth helps you to achieve your financial goals
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    Military / Veterans, Investing, Starting Out
What are the best investment vehicles for a young, new investor looking for simple, long-term investments?
100% of people found this answer helpful

Hi,

You can open a brokerage account with Fidelity, Schwab, TD Ameritrade, Vanguard etc., connect your checking account to your brokerage account and set up an automatic investment each month into a broadly diversified index mutual fund.

You can also open a robo account with Betterment, Wealthfront, Personal Capital, Schwab, Fidelity, Vanguard etc., also set up an automatic investment program each month.  You'll be invested in a basket of index Exchange Traded Funds.

Either way, you'll get the benefits of dollar cost averaging, low cost funds and tax-efficiency, which makes for a pretty ideal combination.

 

Best regards,
David Edwards, president
Heron Wealth
www.HeronWealth.com

September 2018
    Estate Planning, Asset Allocation, Choosing an Advisor, Stocks
My mother’s advisor says he can’t sell any stocks in her account. Could he possibly be right?
100% of people found this answer helpful
May 2018
    Debt, Estate Planning, Investing
Should I pay off my mortgage loan or invest with the money I am receiving from an inheritance?
92% of people found this answer helpful
July 2018
    Stocks
How do I know if a stock is overvalued?
83% of people found this answer helpful
May 2018
    Financial Planning, Investing, Stocks, Women & Money
How should a stay-at-home mom begin investing in order to generate income without having to work outside the home?
83% of people found this answer helpful
March 2018