A complete list of active advisors currently associated with Falcon Wealth Managers

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

Falcon Wealth Managers serves individual and high‑net‑worth clients as well as charitable organizations, including donor‑advised funds, offering wealth and investment management, retirement and tax planning, and project‑based (advice‑only) financial planning. Like many independent advisers, the firm provides ongoing portfolio management for individuals and charges advisory fees based on assets under management. The firm’s investment process emphasizes asset allocation guided by Modern Portfolio Theory and fundamental analysis, using a mix of passive and active mutual funds and ETFs and generally implementing long‑term, discretionary strategies. Financial planning is integrated into advisory relationships, and tax planning is routinely incorporated into client work owing to the principal’s background in accounting and tax practice. Distinctive features include an explicit affiliation with an accounting practice and a college‑planning business, which the brochure indicates allows in‑house tax consulting and college cost analysis to be provided as part of client services. The practice operates on a small, concentrated scale — roughly ten advisory clients with about $26.9 million in assets under management — which results in directly managed, individualized client relationships compared with larger firms.

To learn more about the advisors currently working at Falcon Wealth Managers, 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.