Falcon Wealth Advisors Employee Directory

Financial ServicesKansas, United States11-50 Employees

At Falcon Wealth Advisors, we're driven by a mission to help simplify our clients' financial lives and empower them for lasting success. People and relationships are at the forefront of what we do, right in line with our clients' goals.

This is how we do what we do:

Financial Planning: Life's demands often push financial planning aside. We help clients organize, providing a clear framework tailored to their priorities.

Retirement Planning: Worried about having enough for a lifetime? Our fiduciary approach helps foster confidence and control over a client's retirement plan.

Tax Planning: We help maximize portfolio growth through tax-efficient strategies, identifying opportunities to evaluate taxes.

Investment Management: Unlike others, we avoid outsourcing. Our in-house team actively manages individual securities for a custom strategy with no hidden fees.

As independent wealth advisors, our diverse team is committed to client success. We take the time to understand our client's unique situations, goals, and challenges.

Securities are offered through Hightower Securities, LLC member FINRA/SIPC. Hightower Advisors, LLC is an SEC registered investment adviser.

Find Falcon Wealth Advisors employees' phone numbers or email addresses

Falcon Wealth Advisors Global Highlights

Location
Employees

North America
26

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  • United States Of America
    26

Falcon Wealth Advisors's Leadership

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    J. F.
    Founder & Ceo - Wealth Advisor
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    C. B.
    Co-Founder & Cfo - Wealth Advisor
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    J. D.
    Managing Partner
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    L. S.
    Director Of Communications
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    S. W.
    Managing Director - Client Service
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    M. M.
    Associate Director Of Client Operations
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    J. C.
    Director Of Financial Planning
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    J. L.
    Director - Wealth Management
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Falcon Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Sales
  • Community & Social Services
  • Finance
  • Accounting
  • Other

Contact profiles from Falcon Wealth Advisors

Name
Title
Contact Info
Location
Last Update
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    C. B.
    Co-Founder & Cfo - Wealth Advisor
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    United StatesMissouri
    Feb 16, 2026
  • Stylized image of a person
    J. F.
    Founder & Ceo - Wealth Advisor
    Phone icon
    United StatesMissouri
    Jan 27, 2026
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    J. D.
    Managing Partner
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    Oct 17, 2024
  • Stylized image of a person
    L. S.
    Director Of Communications
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    Jan 20, 2026
  • Stylized image of a person
    S. W.
    Managing Director - Client Service
    Phone icon
    United StatesMissouri
    Feb 11, 2026
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    M. M.
    Associate Director Of Client Operations
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    United StatesKansas
    Jan 20, 2026
  • Stylized image of a person
    J. C.
    Director Of Financial Planning
    Phone icon
    United StatesKansas
    Feb 09, 2026
  • Stylized image of a person
    J. L.
    Director - Wealth Management
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    United StatesMissouri
    Jul 07, 2024
  • Stylized image of a person
    S. G.
    Director - Client Experience Specialist
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    Oct 23, 2024
  • Stylized image of a person
    L. F.
    Communications Manager
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    United StatesKansas
    Jan 20, 2026

Frequently Asked Questions

What is Falcon Wealth Advisors known for?

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Falcon Wealth Advisors was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 1900 Shawnee Mission Parkway Suite 210 Mission Woods, Kansas 66205 United States; you can contact the main corporate office by phone at . Explore Falcon Wealth Advisors's company overview page for more information.

What is Falcon Wealth Advisors's most common email format?

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Falcon Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Falcon Wealth Advisors email formats with LeadIQ.

How many employees does Falcon Wealth Advisors have currently?

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Falcon Wealth Advisors has approximately 19 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Falcon Wealth Advisors's key employees and leadership?

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As of February 2026, Falcon Wealth Advisors's key employees include:

  • Founder & Ceo - Wealth Advisor: J. F.
  • Co-Founder & Cfo - Wealth Advisor: C. B.
  • Managing Partner: J. D.
  • Director Of Communications: L. S.
  • Managing Director - Client Service: S. W.

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