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Falcon Wealth Advisors

Falcon Wealth Advisors Email Formats

Financial ServicesFlag of USMission Woods, Kansas, United States11-20 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.

FormatExamplePercentage
{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

Flag of US

Cory Bittner

Co-Founder & Wealth Advisor

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Jake Falcon

Founder & Ceo - Wealth Advisor

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Samantha Waters

Managing Director - Client Service

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Mari Mcgraw

Associate Director Of Client Operations

Company overview

Headquarters1900 Shawnee Mission Pkwy, Suite 210, Mission Woods, Kansas 66205, US
Website
NAICS52
SIC628
Keywords
Tax Planning, Financial Services, Retirement Planning, Financial Planning, Investment Management
Founded2016
Employees11-20
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

Entry
Manager
C-Suite

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.

Onsen UI

Mobile frameworks

jQuery CDN

jQuery CDN

CDN

reCAPTCHA

reCAPTCHA

Security

Contentful

Contentful

CMS

Swiper

Swiper

JavaScript libraries

Google Maps

Google Maps

Maps

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

Google Analytics

Google Analytics

Analytics

Bootstrap

Bootstrap

UI frameworks

styled-components

styled-components

Development

Amazon S3

Amazon S3

CDN

Frequently asked questions

Falcon Wealth Advisors is located in Mission Woods, Kansas, US.
Falcon Wealth Advisors was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.
Falcon Wealth Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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