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.