Falcon Wealth Advisors

Falcon Wealth Advisors

Financial Services, 2000 Shawnee MSN Pkwy, Mission Woods, Kansas, 66205, United States, 1-10 Employees

falconwealthadvisors.com

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Who is FALCON WEALTH ADVISORS

"We are redefining financial advice by offering transparent wealth management solutions while maintaining a fiduciary obligation to our clients." We are a wealth management firm that upho...

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  • 2000 Shawnee MSN Pkwy, Mission Woods, Kansas, 66205, United States Headquarters: 2000 Shawnee MSN Pkwy, Mission Woods, Kansas, 66205, United States
  • 2016 Date Founded: 2016
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from FALCON WEALTH ADVISORS

Falcon Wealth Advisors Org Chart and Mapping

Employees

Abbie Musson

Client Service Associate

Samantha Waters

Managing Director - Client Service

Jake Falcon

Founder & CEO - Wealth Advisor

Cory Bittner

Co-Founder & COO - Wealth Advisor

James Lewis

Director - Wealth Management

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Frequently Asked Questions Regarding Falcon Wealth Advisors

Answer: Falcon Wealth Advisors's headquarters are located at 2000 Shawnee MSN Pkwy, Mission Woods, Kansas, 66205, United States

Answer: Falcon Wealth Advisors's phone number is +17*********

Answer: Falcon Wealth Advisors's official website is https://falconwealthadvisors.com

Answer: Falcon Wealth Advisors's revenue is $5 Million to $10 Million

Answer: Falcon Wealth Advisors's SIC: 6282

Answer: Falcon Wealth Advisors's NAICS: 523940

Answer: Falcon Wealth Advisors has 1-10 employees

Answer: Falcon Wealth Advisors is in Financial Services

Answer: Falcon Wealth Advisors contact info: Phone number: +17********* Website: https://falconwealthadvisors.com

Answer: "We are redefining financial advice by offering transparent wealth management solutions while maintaining a fiduciary obligation to our clients." We are a wealth management firm that upholds a fiduciary relationship with our clients; we offer financial planning services and investment solutions. We are excited to announce that we have left UBS and launched our own wealth management firm dedicated to upholding the fiduciary standard and putting clients interests first. We are proud to introduce our new practice, Falcon Wealth Advisors. Over the years, it became more and more apparent to us that the traditional brokerage model no longer had the structure to meet our needs, and by consequence, our clients. We want to offer truly personalized solutions, but were limited by this environment. This is an incredible opportunity for our team to build something sustainable for our clients, so that we can continue to serve them, their families and businesses as they progress through the cycles of life. We could not be more confident that our decision is what's best for our clients as well as our team. Please contact us if you are interested in learning more about what we have to offer.

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