Value proposition

Redefining Financial Advice

At Falcon Wealth Advisors, we're driven by a mission to help simplify our clients' financial lives and empower them for lasting success. People and relationships are at the forefront of what we do, right in line with our clients' goals.

This is how we do what we do:

Financial Planning: Life's demands often push financial planning aside. We help clients organize, providing a clear framework tailored to their priorities.

Retirement Planning: Worried about having enough for a lifetime? Our fiduciary approach helps foster confidence and control over a client's retirement plan.

Tax Planning: We help maximize portfolio growth through tax-efficient strategies, identifying opportunities to evaluate taxes.

Investment Management: Unlike others, we avoid outsourcing. Our in-house team actively manages individual securities for a custom strategy with no hidden fees.

As independent wealth advisors, our diverse team is committed to client success. We take the time to understand our client's unique situations, goals, and challenges.

Securities are offered through Hightower Securities, LLC member FINRA/SIPC. Hightower Advisors, LLC is an SEC registered investment adviser.

Retirement Planning, Financial Planning, Tax Planning, Investment Management, and Financial Services