Falcon Wealth Advisors
Finance · Kansas, United States · 1-10 Employees
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Overview
Headquarters
1900 Shawnee Mission Pkwy Ste 310, Shawn...Phone Number
(913) 326-1900Website
www.falconwealthadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Falcon Wealth Advisors
Falcon Wealth Advisors provides personalized wealth management solutions, including financial planning, investment management, tax planning, and 401(k) management. They focus on enhancing financial literacy and tailoring their services to meet the unique needs of each client. Their clientele primarily consists of individuals who have built significant wealth and seek guidance on managing their finances effectively. The firm prides itself on a client-first approach, ensuring that clients feel understood and supported throughout their financial journey.Explore more
Falcon Wealth Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Falcon Wealth Advisors
<$5M
1-10
Private
-
2016
Cory BittnerCo-Founder & Chief Financial Officer & Wealth Advisor
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Falcon Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Falcon Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Falcon Wealth Advisors.
Falcon Wealth Advisors Tech Stack
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Falcon Wealth Advisors provides personalized wealth management solutions, including financial planning, investment management, tax planning, and 401(k) management. They focus on enhancing financial literacy and tailoring their services to meet the unique needs of each client. Their clientele primarily consists of individuals who have built signific... Read More
