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


Falcon Wealth Advisors is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.

This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.

These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.

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