Falcon Wealth Planning

Falcon Wealth Planning is a Financial Planner in Florence, AZ. It provides fiduciary wealth management, financial planning, tax strategies, and retirement solutions to help clients build, manage, grow, and protect their assets. The firm serves individuals, small to large business owners, and families across the country with a heavy focus on tax planning and investment management. It holds a rating of 5.00 based on 1166 reviews.

Falcon Wealth Planning operates as a fee-only, independent registered investment advisor with the SEC and is a NAPFA-Registered Financial Firm. The firm is paid directly by clients through asset-based fees, hourly rates, or project fees, ensuring it does not earn commissions or receive payments from third parties or brokerage dealers. Its team includes CERTIFIED FINANCIAL PLANNER™ Professionals and Accredited Investment Fiduciaries who provide unbiased advice. The firm specializes in comprehensive tax planning, centering investment actions around a client's specific tax situation to minimize liabilities. Services include discretionary and non-discretionary investment management, asset allocation, tax loss harvesting, retirement planning, and estate planning.

The firm’s approach centers on creating individualized plans tailored to each client’s unique situation, risk tolerance, and goals. An investment committee, comprised of advisors with over 100 years of combined experience, meets quarterly to review holdings and allocation. Falcon Wealth Tax Services, a subsidiary of Falcon Wealth Planning, provides tax planning and management utilizing CPAs and Enrolled Agents with over 25 years of public accounting expertise. The firm helps clients navigate life transitions by mapping their full picture, including income, assets, liabilities, and tax exposure.

Falcon Wealth Planning is known for its strong local reputation and an established track record reflected in its consistently high customer ratings and large base of reviews. The firm’s fee-only model ensures that its advice is solely in the client’s best interest, avoiding conflicts of interest common in the industry. With more than 30 years of experience, the firm has helped clients save hundreds of thousands of dollars in taxes and achieve financial freedom.

Falcon Wealth Planning’s commitment to transparent, fee-only fiduciary advice makes it a trusted Financial Planner in Florence, AZ, serving clients with personalized strategies for wealth accumulation and tax reduction.

BizScoreAI awards Falcon Wealth Planning a Content Quality score of 100 out of 100, ensuring the website clearly answers customer questions so AI assistants can quote the content directly. The business achieves a Performance score of 93 out of 100, which reflects fast website loading that retains visitors and supports search engine rankings. Additionally, Falcon Wealth Planning ranks number 2 of 12 Financial Planner businesses scored by BizScoreAI in Florence.