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


Falcon Wealth Planning, Inc. has well over 10 years of financial experience. 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