Upticks: Why We Built Falcon Wealth Advisors (And What Makes Us Different)
By Luke Sullivan on March 19, 2026
Why would two advisors walk away from big firms, turn down large offers, and start over from scratch?
In this episode of Upticks, Jake Falcon and Cory Bittner share the real story behind Falcon Wealth Advisors — where they came from, why they built the firm the way they did, and how their philosophy puts long‑term client relationships first.
This conversation goes beyond credentials and performance.
You’ll hear:
- How Jake’s and Cory’s early experiences shaped their approach to money
- Why independence and planning matter more than products
- What “boutique, not a factory” really means for clients
- How Falcon Wealth Advisors thinks about investing, tax planning, and long‑term relationships
Whether you’re a long‑time client or just getting to know us, this episode gives you a clear look at who we are, how we think, and why we do what we do.
📘 Get Jake’s bestselling book — Retiring Right
📩 Have a question for Jake and Cory?
Email Luke directly → luke@falconwealthadvisors.com