Award Winning Registered Investment Advisor*
Award Winning Registered Investment Advisor*
Keep More. Worry Less.
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
Invest with Intention. Grow with Guidance. Your money deserves more than the market average.
Your life isn’t templated. Your plan shouldn’t be either. Every detail is built for you.
Family-first. Future-focused. Fully prepared. We plan so your story transfers.
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.
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.
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.
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.
We provide retirement planning, investment management, tax planning, financial planning and estate planning services.
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.
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.
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.
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.
Whether you’re across town or across the country, our advisors are ready to serve you.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
For PR Inquiries please email pr@falconwp.com
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Award Winning Registered Investment Advisor*
