Planning Made Simple.
Fee-only. Fiduciary. No products to sell, no commissions to earn — just a CFP® team working for one client: You.
Financial planning shouldn’t feel like a second job. We cut through the noise, build a plan built for how you actually live, and keep it simple enough that you’ll actually follow it — at every stage of life.
Recognized. Featured. Trusted.
– CLIENT VOICES
Highly Rated Planning.
Because You Come First.
Planning Made Simple™
Reach your financial goals with personalized and transparent fiduciary advice.
How the Rich Get Richer
Your ultimate guide to building wealth.
#1 Amazon Best Seller in 13 Categories!
*“Amazon Best Seller” and category rankings are based on Amazon.com sales data as of September 3, 2025. Rankings reflect book sales within specific Amazon categories listed above. These rankings do not represent investment performance, advisory services, or client results, and should not be construed as an endorsement of Falcon Wealth Planning or its financial planning services.
Raise Your Expectations
Falcon Wealth Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions. Falcon Wealth is a NAPFA-Registered Financial Firm and are CERTIFIED FINANCIAL PLANNER™ Professionals who help clients across the country.
About Falcon Wealth Planning
Most people do not know what to do with their money. They don’t want to make risky decisions, pay high fees, or invest in products that are not tax beneficial. The financial planning industry doesn’t make it easy. It is fraught with distrust and far too often clients are sold products and services by brokers trying to land a sale.
Falcon Wealth Planning is different.
We don’t try to sell you anything or charge hidden fees.
These values are integral to providing comprehensive services to help you achieve your goals. They are values we live by here at Falcon Wealth Planning. With more than 30 years of experience, we dedicate our services to prepare creative solutions tailored specifically to you.
Your Complete Wealth
Management Solution
Investment Planning
Invest with intention. Grow with guidance. Your money deserves more than the market average.
Financial Planning
Your life isn’t templated. Your plan shouldn’t be either. Every detail is built for you.
Tax
Planning
Minimize the mess. Maximize your money. Multiply your peace of mind.
Retirement Planning
Most people don’t retire too late. They retire too uncertain.
Estate
Planning
Family-first. Future-focused. Fully prepared. We plan so your story transfers.
Office Locations
Nationwide coverage, local expertise. Whether you’re across town or across the country, our advisors are ready to serve you.
Nationwide
Arizona
Gilbert
California
Inland Empire (Ontario)
Orange County (Irvine)
San Jose
Sacramento
Santa Barbara
San Diego
Monterey
Pasadena
Santa Rosa
Temecula
Palm Desert
San Francisco
Westlake Village | Thousand Oaks
Los Angeles (Sepulveda)
Los Angeles (Grand Ave)
Colorado
Denver
Nevada
Las Vegas
Reno
New Mexico
Albuquerque
Oregon
Bend
Eugene
Portland
Washington
Seattle
Olympia
Illinois
Chicago (Oakbrook Terrace)
Indiana
West Lafayette
Michigan
Ann Arbor
Troy
Minnesota
Edina
St. Paul
Missouri
St. Louis
Wisconsin
Madison
Madison West
Milwaukee - Racine
Eau Claire
Massachusetts
Boston
New Jersey
Short Hills
New York
New York
Pennsylvania
Newtown Square
Florida
Miami Beach
The Villages
Maryland
Bethesda
Oklahoma
Oklahoma City
South Carolina
North Charleston
Tennessee
Nashville
Virginia
Arlington
Texas
Austin
Dallas
Frequently Asked Questions
Who is Falcon Wealth?
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.
What services does Falcon Wealth provide?
We provide retirement planning, investment management, tax planning, financial planning and estate planning services.
What makes Falcon Wealth different?
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.
What is Falcon Wealth's fee structure?
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 project. Please contact us to learn more about our minimums.
Who makes the investment decisions?
These decisions are based on our investment committee, comprised of over 100 years of combined experience, in quarterly meetings where we go over our current holdings, allocation, and potential new options.
Who are Falcon Wealth clients?
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.
