Falcon Wealth Advisors

  • Financial Services
  • Roeland Park KS
  • 8 employees
  • Financial Services
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Company Overview

Headquarters
The Barney Building, 2000 Shawnee Mission PKWY, Suite 230, Roeland Park KS
Website
falconwealthadvisors.com
Employees
8
Founded in
2016
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Falcon Wealth Advisors

Falcon Wealth Advisors is an independent wealth advisory firm based in Roeland Park, Kansas. With a team of 8 employees, Falcon Wealth Advisors is dedicated to simplifying their clients' financial lives and empowering them to achieve lasting success. The company offers a range of financial services tailored to meet the diverse needs of their clientele. These services include comprehensive financial planning, retirement planning, tax planning, and investment management. Falcon Wealth Advisors prides itself on its fiduciary approach, ensuring that their clients' best interests are always at the forefront of their decision-making. What sets Falcon Wealth Advisors apart is their in-house investment management team. They actively manage individual securities, crafting customized strategies for each client without relying on outsourcing or hidden fees. Their commitment to personalized service is further emphasized by taking the time to understand each client's unique situation, goals, and challenges. For inquiries or to learn more about Falcon Wealth Advisors' services, individuals can visit their website at falconwealthadvisors.com or contact them directly.

Falcon Wealth Advisors Industry Tags

Retirement Planning
Financial Planning
Investments
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FAQ

What is the location of Falcon Wealth Advisors's headquarters?
The headquarters of Falcon Wealth Advisors are situated at The Barney Building, 2000 Shawnee Mission PKWY, Suite 230, Roeland Park KS
What is Falcon Wealth Advisors's official website?
The official website of Falcon Wealth Advisors can be found at falconwealthadvisors.com.
What is Falcon Wealth Advisors's current revenue?
As of February 2019, Falcon Wealth Advisors's annual revenue reached $10B.
How many employees does Falcon Wealth Advisors currently have?
Falcon Wealth Advisors employs approximately 8+ people as of February 2019
Which industries is Falcon Wealth Advisors primarily operating in?
Falcon Wealth Advisors operates in the following industries: Finance, Credit
What are Falcon Wealth Advisors's industry tags?
Falcon Wealth Advisors's industry tags include: Retirement Planning, Financial Planning, Investments
When was Falcon Wealth Advisors founded?
Falcon Wealth Advisors was founded in 2016.

Employee Directory

Key Employees

Drew Van Scyoc

Account Manager Client Operations

Phone Email

James Lewis

Director - Wealth Management

Phone Email

Lindsey Freemyer

Communications Manager

Phone Email