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
27

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  • United States Of America
    27

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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    S. W.
    Managing Director - Client Service
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    M. M.
    Associate Director Of Client Operations
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  • Stylized image of a person
    J. L.
    Director - Wealth Management
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    S. G.
    Director - Client Experience Specialist
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    L. F.
    Communications Manager
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Contact profiles from Falcon Wealth Advisors

Name
Title
Contact Info
Location
Last Update
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    J. F.
    Founder & Ceo - Wealth Advisor
    Phone icon
    United StatesMissouri
    Dec 15, 2025
  • Stylized image of a person
    J. D.
    Managing Partner
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    S. W.
    Managing Director - Client Service
    Phone icon
    United StatesMissouri
    Jan 30, 2025
  • Stylized image of a person
    M. M.
    Associate Director Of Client Operations
    Phone icon
    United StatesKansas
    Nov 15, 2025
  • Stylized image of a person
    J. L.
    Director - Wealth Management
    Phone icon
    United StatesMissouri
    Jul 07, 2024
  • Stylized image of a person
    S. G.
    Director - Client Experience Specialist
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    L. F.
    Communications Manager
    Phone icon
    United StatesKansas
    Aug 09, 2025
  • Stylized image of a person
    D. V. S.
    Account Manager Client Operations
    Phone icon
    United StatesKansas
    Dec 16, 2025
  • Stylized image of a person
    M. N.
    Portfolio Manager
    Phone icon
    United StatesKansas
    Oct 24, 2025
  • Stylized image of a person
    C. H.
    Portfolio Manager
    Phone icon
    United StatesKansas
    Oct 22, 2025

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; 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 20 employees as of December 2025. 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 December 2025, Falcon Wealth Advisors's key employees include:

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

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