


Falcon Wealth Advisors Email Formats
Financial Services • Mission Woods, Kansas, United States • 11-20 Employees
Falcon Wealth Advisors Email Formats
Falcon Wealth Advisors uses 3 email formats. The most common is {first name} (e.g., john@falconwealthadvisors.com), used 56.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@falconwealthadvisors.com | 56.2% |
{first initial} | j@falconwealthadvisors.com | 37.5% |
{first name}{last name} | johndoe@falconwealthadvisors.com | 6.2% |
Key Contacts at Falcon Wealth Advisors
Cory Bittner
Co-Founder & Wealth Advisor
Jake Falcon
Founder & Ceo - Wealth Advisor
Samantha Waters
Managing Director - Client Service
Mari Mcgraw
Associate Director Of Client Operations
Company overview
| Headquarters | 1900 Shawnee Mission Pkwy, Suite 210, Mission Woods, Kansas 66205, US |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Financial Services, Retirement Planning, Financial Planning, Investment Management |
| Founded | 2016 |
| Employees | 11-20 |
| Socials |
About Falcon Wealth Advisors
At Falcon Wealth Advisors, we're driven by a mission to help simplify our clients' financial lives and empower them for lasting success. People and relationships are at the forefront of what we do, right in line with our clients' goals. This is how we do what we do: Financial Planning: Life's demands often push financial planning aside. We help clients organize, providing a clear framework tailored to their priorities. Retirement Planning: Worried about having enough for a lifetime? Our fiduciary approach helps foster confidence and control over a client's retirement plan. Tax Planning: We help maximize portfolio growth through tax-efficient strategies, identifying opportunities to evaluate taxes. Investment Management: Unlike others, we avoid outsourcing. Our in-house team actively manages individual securities for a custom strategy with no hidden fees. As independent wealth advisors, our diverse team is committed to client success. We take the time to understand our client's unique situations, goals, and challenges. Securities are offered through Hightower Securities, LLC member FINRA/SIPC. Hightower Advisors, LLC is an SEC registered investment adviser.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Falcon Wealth Advisors has 13 employees across 6 departments.
Departments
Number of employees
Funding Data
Falcon Wealth Advisors has never raised funding before.
Falcon Wealth Advisors Tech Stack
Discover the technologies and tools that power Falcon Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
Mobile frameworks
CDN
Security
CMS
JavaScript libraries
Maps
CDN
JavaScript libraries
Analytics
UI frameworks
Development
CDN
Frequently asked questions
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