Falcon Financial Group, LLC

Falcon Financial Group, LLC is a financial planner in Minnetonka, MN. The firm provides holistic financial planning, wealth management, and specialized services including retirement, investment, and college planning. They also offer expertise in insurance and estate planning, employee benefits, business owner succession, and divorce financial planning.

The firm utilizes a consultative, team-based approach to create customized strategies tailored to each client's unique values and goals. Their services focus on managing money, reducing risk through insurance, and implementing tax-efficient strategies for wealth transfer. The advisors leverage advanced technological tools such as eMoney, Asset Map, and Riskalyze to clarify financial situations and assist with decision-making. Through partnerships with various investment platforms, the team provides access to a wide range of financial solutions and money managers to help clients achieve financial independence and peace of mind.

Falcon Financial Group, LLC is located on Cleveland Avenue North.

The firm is recognized for its high level of professional expertise and its commitment to client education. The team includes advisors with distinguished accomplishments, including recognition as a Five Star Wealth Manager and placement on lists of top advisors for women. Their practice is built on a foundation of continuous education, with team members having completed advanced coursework at institutions such as the Wharton School at the University of Pennsylvania, Columbia University, and Harvard University.

Falcon Financial Group, LLC provides dedicated financial planning and wealth management services to the Minnetonka community.