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Heron Wealth Uses Automation and Streamlined Process to Build "Bionic Advisor" Service Model for Emerging Investors

 David Edwards, founder ofHeron Wealth, a New York-based fiduciary investment advisor and wealth management firm, today announced the release of a detailed case study focused on the successful automation of his firm published in conjunction with financial technology company eMoney Advisor (eMoney). The eMoney report reveals how Edwards, previously a one-man shop growing assets at a 5% annual rate, transformed into a hyper-productive team growing AUM 30-40% annually.

Heron Wealth grew from

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