Longwood, FL Office

Talon serves individual and high-net-worth clients with comprehensive financial planning, ongoing portfolio management, retirement-plan consulting, and estate‑planning introductions via a sponsored third‑party provider. The firm reports managing roughly $1.06 billion in client assets and advising approximately 1,921 client relationships across its advisory services.

The firm’s investment process emphasizes tactical asset allocation and technical analysis and relies on model portfolios and TAMP relationships to implement strategies. Talon retains discretionary authority to hire and replace TAMPs, monitor model performance, and may use active techniques — including options, margin, short positions, ETFs, and periodic rebalancing — to pursue client objectives.

Talon’s profile is notable for its small advisory team supporting a very large client base and multi‑office footprint — three advisors overseeing over $1 billion across 14 offices — a combination that is uncommon for peer team firms. The firm also discloses multiple affiliations with other advisory and related entities (including recommended TAMPs such as Brookstone and Signal Wealth), ownership interests in related businesses, and receipt of custodial and platform benefits, and it identifies those relationships and potential conflicts of interest in its Form ADV.