Case Study: Heron Wealth achieves rapid AUM growth and scalable operations with eMoney

eMoney Opens New Markets for Fast Growing Advisor

Heron Wealth, led by founder David Edwards, was a 15‑year solo RIA seeking to move from a “lifestyle” practice into a high‑growth firm (targeting $65M to $1B AUM). The firm faced slow asset growth, long sales cycles, manual, time‑consuming financial planning, and limited ability to cost‑effectively serve younger clients. To modernize and scale, Heron Wealth adopted eMoney’s financial planning technology (emX Product Suite) as a central part of its rebuild.

By tightly integrating eMoney with its CRM and custodial systems and automating onboarding and planning, Heron Wealth cut base‑plan preparation from 6–10 hours to about 30 minutes, shortened the sales cycle from ~6 months to ~3 months, and shifted the founder’s time from firm management back to client-facing work. Leveraging eMoney, the firm grew assets 67% in year one, more than quadrupled AUM within four years, expanded the team from one to six, and now converts 5 qualified prospects into 4 clients (an 80% win rate).

Heron Wealth

David Edwards

President