Falcon Wealth Advisors

Falcon Wealth Advisors We are a wealth management firm that upholds a fiduciary relationship with our clients. Instead we buy/sell stocks, bonds, and options for our clients.

Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them. We offer comprehensive financial planning services that includes retirement planning, income projections, budgeting, concentrated stock management, tax planning, and more. In addition we manage assets on a discretionary basis and do not out source to third party managers.

💰 What’s really driving a confident retirement—and which accounts matter most?Jake breaks down the 9 accounts every adul...
10/28/2025

💰 What’s really driving a confident retirement—and which accounts matter most?

Jake breaks down the 9 accounts every adult should master, from cash flow to tax‑free growth and the myth that “more accounts = diversification.”

Click to watch, read, or listen! https://hubs.la/Q03PZf_y0

đź’° Ever wondered how a wealth advisor invests their own money?Jake Falcon pulls back the curtain, sharing his real strate...
10/21/2025

đź’° Ever wondered how a wealth advisor invests their own money?

Jake Falcon pulls back the curtain, sharing his real strategies—from high-yield savings and individual stocks to retirement planning and charitable giving.

Find out how financial planning and tax efficiency drive every decision. Click to watch, read, or listen! https://hubs.la/Q03P1ZTV0

Should you save or invest? 🤔 It depends on your goals, timeline, and comfort with risk. This guide breaks down the pros ...
10/15/2025

Should you save or invest? 🤔 It depends on your goals, timeline, and comfort with risk. This guide breaks down the pros and cons of each approach—and offers practical tips to help you decide what’s right for you.

💰 Whether you're building an emergency fund or planning for retirement, we’re here to help.

đź“„ Download the guide: https://hubs.la/Q03LHBpq0
👉 Need help deciding your next financial move?

Comment “Save” and we’ll help guide you through your options.
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📊 What’s really changing for retirees and families under the One Big Beautiful Bill Act (OBBBA)?Jake and Cory unpack the...
10/14/2025

📊 What’s really changing for retirees and families under the One Big Beautiful Bill Act (OBBBA)?

Jake and Cory unpack the latest updates, from new tax brackets and senior deductions to Trump Accounts for children and estate planning opportunities.

Learn how OBBBA could impact your financial plan—and what steps you can take now.

Click to watch, read, or listen! https://hubs.la/Q03N0w5P0

📣 Jake Falcon was recently featured in a Newsweek article discussing the generational wealth divide! Read Jake’s comment...
10/08/2025

đź“Ł Jake Falcon was recently featured in a Newsweek article discussing the generational wealth divide!

Read Jake’s comments here: https://hubs.la/Q03LHRB80
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🏛️ Government shutdown and home sales surge—and could streaming costs or visa fees impact your wallet?Jake and Cory unpa...
10/07/2025

🏛️ Government shutdown and home sales surge—and could streaming costs or visa fees impact your wallet?

Jake and Cory unpack the latest headlines, from builder incentives and Disney’s price hike to Amazon’s FTC showdown, Pfizer’s big biotech bet, and T-Mobile’s leadership change.

Click to watch, read, or listen! https://hubs.la/Q03M8bW60

Many Americans want financial advice—but don’t know where to find it. At Falcon Wealth Advisors, we offer personalized g...
10/01/2025

Many Americans want financial advice—but don’t know where to find it. At Falcon Wealth Advisors, we offer personalized guidance to help you navigate life’s biggest financial decisions.

đź“Š From retirement planning to preserving generational wealth, discover how working with an advisor can add real value to your financial journey.

đź“„ Download the guide: https://hubs.la/Q03LHDbl0
👉 Want to build your financial plan?

Comment “Advisor” and we’ll help you get started.
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📊 What’s really driving the Fed’s rate cuts and the mortgage refinancing boom?Jake and Cory unpack the latest financial ...
09/30/2025

📊 What’s really driving the Fed’s rate cuts and the mortgage refinancing boom?

Jake and Cory unpack the latest financial headlines, from resilient retail sales and TikTok’s future to Apple’s $600B U.S. investment and a push to change corporate reporting rules.

Click to watch, read, or listen! https://hubs.la/Q03LmY4R0

📰 Jake Falcon was recently quoted in a Kiplinger article about smart retirement habits! Read Jake’s comments here: https...
09/24/2025

đź“° Jake Falcon was recently quoted in a Kiplinger article about smart retirement habits!

Read Jake’s comments here: https://hubs.la/Q03KN6Wh0
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🏡 Mortgage rate drop, tariff refunds, and why is the gender wage gap widening?Jake and Cory cover the week’s biggest fin...
09/23/2025

🏡 Mortgage rate drop, tariff refunds, and why is the gender wage gap widening?

Jake and Cory cover the week’s biggest financial headlines, from surging homebuyer demand and a $50B mining merger to labor market revisions, tariff turmoil, and a tech whistleblower shaking up privacy concerns.

Click to watch, read, or listen! https://hubs.la/Q03K7Rqp0

🎙️ Jake Falcon recently joined the BizBlend podcast to talk about money mindset, purposeful planning, and ways to spend ...
09/19/2025

🎙️ Jake Falcon recently joined the BizBlend podcast to talk about money mindset, purposeful planning, and ways to spend guilt-free while staying aligned with your values.

Listen to the full episode here: https://hubs.la/Q03JLy4b0
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Losing a loved one is never easy—and the financial responsibilities that follow can feel overwhelming. From gathering do...
09/17/2025

Losing a loved one is never easy—and the financial responsibilities that follow can feel overwhelming. From gathering documents to updating your own financial plan, we can help guide you through each step with clarity and compassion.

đź’ˇ Learn how a financial advisor can support you during this difficult time
đź“„ Download the guide: https://hubs.la/Q03JLtRF0

👉 Need help navigating estate matters?
Comment “Estate” and we’ll reach out to support you.
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Address

1900 Shawnee Mission Pkwy, Suite 210
Mission Woods, KS
66205

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm

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