— Falcon Wealth Planning
We give clients the clearest path to wealth accumulation, retention, and tax reduction through strategies built entirely around their goals, not ours. We exist to bring clarity to an industry built on confusion, and to make planning simple enough that families can enjoy the wealth they've built, now and for generations to come.
Combined financial experience
No products. No commissions.
Highest planning credential
Legally bound to your interest
— Our Story
With nearly 100 years of combined experience, we've watched an industry sell products dressed up as advice. Falcon Wealth was built to protect people from taking on too much risk, paying hidden fees, and investing in products that work against them at tax time. We take a pure, unbiased approach to investing. As Accredited Investment Fiduciaries, your interests come before anyone else's — we don't sell products, and we don't earn commissions of any kind.
A heavy focus on tax planning. We work exclusively with CPAs, so you stay in control of your tax situation in retirement.
Why Falcon
Most brokers are paid to sell you something. A fiduciary is bound, by law, to point somewhere else entirely at you.
Your best interest
Broker commissions
As a fee-only fiduciary, the plan we build for you is the plan we'd want for ourselves there's no other direction the needle can point.
Most broker-dealers charge commissions and prioritize managing money over planning. As a Fee-Only Advisor, we fully disclose every fee and work as a fiduciary the plan we build is the plan that's best for you.
Our planners hold the CFP® designation the highest certification in the profession. Most firms focus on investments that happen to include planning; we do financial planning that happens to include investment management.
The conflict of interest in this industry is real most brokers are paid to sell, not to advise. We review your tax returns and your full picture, and we're legally obligated to recommend only what's in your best interest.
— Let's talk
No products. No commissions. Just a plan built entirely around you.
Award Winning Registered Investment Advisor*
