Falcon Wealth Planning

Falcon Wealth Planning is a fee-only, fiduciary wealth management firm serving clients nationwide from their Seattle headquarters. They specialize in comprehensive financial planning, investment management, tax planning, retirement planning, and estate planning, with particular expertise in helping business owners and those approaching retirement. As CFP® certified professionals and a NAPFA-registered firm, they prioritize transparency and personalized strategies tailored to each client's situation rather than selling products.