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PLANNING MADE SIMPLE™

Reach your financial goals with personalized and transparent fiduciary advice.

Highly Rated for Putting You First…

*Reviews contain testimonials by users of our services. These testimonials reflect the real-life experiences and opinions of such users. However, the experiences are personal to those particular users, and may not necessarily be representative of all users of our services. We do not claim, and you should not assume, that all users will have the same experiences. YOUR INDIVIDUAL RESULTS MAY VARY. The views and opinions contained in the testimonials belong solely to the individual user. Users are not paid or compensated for their testimonials

Wealth Management Solutions to Fit Your Financial Need and Unique Lifestyles

Generational Wealth

Strategizing how to effectively manage your wealth for generations to come.

Corporate Executives

Harmonizing your personal finances with your hectic corporate lifestyles.

One of a Kind Entrepreneurs

Ensuring your financial stability while meeting company requirements.

Retirees Ready for the Next Step

Establishing financial security that will last you throughout the next step in your life.

Estate Transitions

Helping clients arrange a plan that will ensure their family’s future and security.

Raise Your Expectations

Falcon Wealth Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. Falcon Wealth is a NAPFA-Registered Financial Firm and are CERTIFIED FINANCIAL PLANNER™ Professionals who help clients across the country.

About Falcon Wealth

Most people do not know what to do with their money. They don’t want to make risky decisions, pay high fees, or invest in products that are not tax beneficial.

The financial planning industry doesn’t make it easy. It is fraught with distrust and far too often clients are sold products and services by brokers trying to land a sale.

Falcon Wealth Planning is different.

We don’t try to sell you anything or charge hidden fees.

TRUST. TRANSPARENCY. These values are integral to providing comprehensive services to help you achieve your goals. They are values we live by here at Falcon Wealth Planning. With more than 30 years of experience, we dedicate our services to prepare creative solutions tailored specifically to you.

Frequently Asked Questions

Who is Falcon Wealth?

Falcon is an unpretentious wealth management firm, with a heavy focus on tax planning, serving everyday Americans.

Whereas most other financial advisory firms’ first response to every tax question you have is: “Consult with your tax professional”, our first and ongoing investment planning action plan is CENTERED around your tax situation.

Reducing your taxes is one of our top priorities.

What services does Falcon Wealth provide?

We provide retirement planning, investment management, tax planning, financial planning and estate planning services.

What makes Falcon Wealth different?

Our Financial Planners are CFP® certified or working towards certification. Falcon Wealth Planning is registered as an investment advisor with the SEC and specializes in comprehensive tax-planning. We are a Fee-Only investment advisory which makes us a “True” Fiduciary because we are not selling products or paid by commission.

What is Falcon Wealth's fee structure?

We are purely fee-only. We are an independent RIA, meaning we do not get paid from any third parties or brokerage dealers, but directly from the client, either through Asset-based fees, hourly or depending on the projects. Please contact us to learn more about our minimums.

Who makes the investment decisions?

These decisions are based on our investment committee, comprised of over 100 years of experience, in quarterly meetings where we go over our current holdings, allocation, and potential new options.

Who are Falcon Wealth clients?

Those who need financial help. Our main focus is tax planning, so we benefit many small to large business owners. We also help those who are nearing and planning for retirement. We can help anyone who has an interest in increasing their wealth or maintaining their lifestyle.

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