Falcon Wealth Planning is a straightforward, client-focused wealth management firm that prioritizes tax planning for everyday Americans.

While many financial advisors quickly defer tax-related questions with, “Please consult your tax professional,” we take a different approach. Tax considerations are at the core of our investment planning strategy, ensuring your financial plan is built with tax efficiency in mind.

Minimizing your tax burden isn’t an afterthought—it’s a key part of what we do.

We offer comprehensive financial services, including retirement planning, investment management, tax strategies, wealth planning, and estate guidance to help you secure your financial future.

Our financial planners are either CFP® certified or on the path to certification, ensuring a high standard of expertise. Falcon Wealth Planning is a registered investment advisor with the SEC, specializing in in-depth tax planning. As a Fee-Only firm, we operate as a “True” Fiduciary—free from commissions or product sales—so our only focus is your financial well-being.

We operate exclusively as a Fee-Only, independent Registered Investment Advisor (RIA). This means we receive no compensation from third parties or brokerage firms—our only source of payment comes directly from our clients. Whether through asset-based fees, hourly rates, or project-based pricing, our structure ensures complete transparency and alignment with your best interests. Contact us to learn more about our fee structure and minimum requirements.

Our investment decisions are guided by our experienced investment committee, which brings together over a century of collective expertise. Through quarterly meetings, we carefully review our current holdings, asset allocations, and emerging opportunities to ensure our strategies remain aligned with our clients' financial goals.

We serve individuals seeking expert financial guidance, with a strong emphasis on tax planning. Our approach is especially beneficial for small to large business owners, as well as those preparing for or transitioning into retirement. Whether you're looking to grow your wealth or sustain your current lifestyle, we provide tailored strategies to help you achieve your financial goals.