About Us

About Us


With over 10 years of finance experience we have seen the lack of transparency in the industry and decided that change is needed. Falcon Wealth has been created to educate and protect consumers from taking on too much risk, paying too much fees, and investing in products that are not tax beneficial.

We have a pure unbiased approach to investing and as Accredited Investment Fiduciary’s we hold our clients interest before any one else. Falcon Wealth Planning does not offer any products or receive commissions of any kind.

Falcon Wealth Planning, Inc. has a heavy focus on TAX PLANNING. We work exclusively with CPA’s to make sure you control your tax situation in retirement.

We are at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget.

We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial future and we work hard to earn their loyalty every day.

Our Mission


At Falcon Wealth, our mission is to provide our clients with the best path to wealth accumulation, retention, and tax reduction by creating and implementing strategies that are tailored to their unique goals.

We are driven to provide our clients with professional advice that enhances their quality of life and leads to simple solutions.

We offer customized advice on each client’s wealth planning issues. Our priority is to provide clients with clarity, education, and to make planning simple and tangible to achieve their financial goals.

Here at Falcon Wealth Planning, we pride ourselves in being our client’s financial advocate, striving to organize and simplify life in such a way that maximizes the family’s enjoyment of their wealth now, tomorrow, and in the future generations.

Why is Falcon Wealth Planning Different?