A complete list of active advisors currently associated with Falcon Financial

Warmer can help you find a great advisor at Falcon Financial or one who fits your needs even better.

Falcon Financial serves individual investors (including high‑net‑worth clients), retirement and profit‑sharing plans, trusts, estates, charitable organizations and businesses, managing roughly $101 million across a few hundred client relationships. The firm offers discretionary and non‑discretionary portfolio management, financial planning and retirement‑plan consulting, and can recommend or allocate portions of client assets to third‑party money managers. Investment decisions are tailored to each client’s objectives, risk tolerance and liquidity needs, with ongoing supervision, periodic rebalancing and the ability to make short‑term tactical allocation shifts. The firm uses a mix of fundamental, technical, cyclical and charting analyses and may employ exposures across equities, fixed income, mutual funds, ETFs, options and alternative investments, either directly or through recommended sub‑advisers. What is distinctive for this firm is its regular public educational seminars and events, a service the brochure highlights as part of its client outreach and planning offerings. The brochure also discloses that several advisors are licensed insurance agents and that a firm representative is dually registered with a broker‑dealer and may receive commissions for certain implementations, arrangements the firm identifies as potential conflicts and discloses to clients.

To learn more about the advisors currently working at Falcon Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.