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.
Company Details
- Employees
- 21
- Founded
- -
- Address
- 1900 Shawnee Mission Pkwy,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- falconwealthadvisors.com
- Keywords
- Retirement Planning, Financial Planning, Tax Planning, Investment Management, Financial Services.
- HQ
- Mission Woods, Kansas
Falcon Wealth Advisors Questions
Falcon Wealth Advisors's website is falconwealthadvisors.com
Falcon Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/falcon-wealth-advisors
Falcon Wealth Advisors has
21 employees.
View email and phone details for 21
employees at Falcon Wealth Advisors.
Falcon Wealth Advisors's industry is
Financial Services
Falcon Wealth Advisors's top competitors are
Falcon Wealth,
Canvas Wealth Advisors,
Prevail Strategies,
Keen Wealth Advisors,
Stepp & Rothwell, Inc.,
American Century Investments,
Creative Planning,
Falcon Wealth Management Ltd,
Falcon Wealth Planning, Inc.,
Mariner.
Falcon Wealth Advisors's categories are Financial Services
Falcon Wealth Advisors's founding year is 2016
