Award Winning Registered Investment Advisor*
Award Winning Registered Investment Advisor*
Fiduciary Investment Advisory for 401(k) and Employer-Sponsored Retirement Plans
Fiduciary Investment Advisory for 401(k) and Employer-Sponsored Retirement Plans
Fiduciary Investment Advisory for 401(k) and Employer-Sponsored Retirement Plans
Fiduciary Investment Advisory for 401(k) and Employer-Sponsored Retirement Plans
Falcon Wealth Planning provides retirement plan solutions tailored to organizations of all sizes — from high-growth startups and private companies to public entities and government organizations. As a fee-only fiduciary, our goal is simple: help you manage your plan with confidence and support your employees on their path to retirement.
We offer full-scope advisory services as either a 3(38) discretionary fiduciary or a 3(21) non-discretionary fiduciary, depending on your business’s needs. Every plan comes with a dedicated advisory team and access to employee education resources.
Our services include:
We also offer standalone fiduciary support and administrative guidance to ensure your plan remains efficient, competitive, and compliant.
Our team includes ERISA consultants who assist plan sponsors with:
Unlike many retirement plan providers, Falcon Wealth Planning does not sell commissionable products. We’re not dually registered. That means no variable annuities, no life insurance pitches — just objective, conflict-free advice from professionals legally bound to act in your best interest.
Let’s talk. Schedule a free consultation today and see how Falcon can elevate your plan’s performance and reduce your fiduciary burden.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
For PR Inquiries please email pr@falconwp.com
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Award Winning Registered Investment Advisor*
