Financial Advisors
Seattle, WA
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.
Ideal for: Small to large business owners, pre-retirees and retirees, high-income earners seeking tax optimization, individuals wanting transparent fee-only advisory without sales pressure
Service area: Seattle, WA and nationwide
Tax-Centric Planning Approach: Unlike most advisory firms, Falcon centers investment and financial planning decisions around tax optimization as a first priority, not an afterthought. This focus particularly benefits business owners and high-income earners.
True Fee-Only Fiduciary Model: As an SEC-registered investment advisor paid directly by clients (not commissions), Falcon operates as a true fiduciary with no conflicts of interest from product sales or third-party relationships.
CFP® Certified Professionals: Their team consists of CFP® certified financial planners or those working toward certification, combined with over 100 years of investment committee experience.
Address: 1700 7th Ave #2100, Seattle, WA 98101
Phone: (855) 963-2526
Website: falconwealthplanning.com
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