About Company

Falcon Wealth Planning is a fee-only Registered Investment Advisor that provides personalized financial planning and investment management with a strong emphasis on tax-efficient strategies and fiduciary responsibility. The company offers services including investment planning, financial planning, retirement planning, tax planning, estate planning, and Falcon Tax & Consulting, and is staffed by CERTIFIED FINANCIAL PLANNER™ professionals serving clients across multiple U.S. offices; the company positions itself around transparency and a “Planning Made Simple” mission and highlights national coverage and scale on its website (Contact Us, Home).

Service Category

Area Served

Project Photos 

Reviews