Most Financial Advice is Reactive
markets move. clients worry. advisors respond.
We built Falcon Wealth Advisors differently.
Our work is guided by the principles behind Retiring Right™ — a disciplined approach to solving complex financial decisions before they become costly mistakes.
Because at $1M+, the stakes change. This is no longer about accumulation.
It’s about getting the decisions right.
How We Work
disciplined. coordinated. direct.
We provide investment strategy, tax coordination, and retirement modeling by working together — not in isolation. We do not sell products. We do not push proprietary investments. We are compensated for advice, not inventory.
Every recommendation is evaluated against one question: Does this support long-term financial independence without unnecessary risk?
Every review ends with direction: Proceed. Postpone. Adjust. Decline.
Who We Work With | selective by design.
We work with individuals and families who typically have $1M–$20M in investable assets and are approaching or living in retirement.
The Team Behind Retiring Right
Falcon Wealth Advisors operates as one independently-minded practice.
Our clients are supported by a coordinated team across planning, investment strategy, and account management, helping to ensure every recommendation is aligned and executed with precision.
About Jake →
About Jake
Jake Falcon is the founder of Falcon Wealth Advisors and the author of Retiring Right: Smart Steps for Exiting Corporate America. For two decades, he has advised high-net-worth professionals navigating the transition from accumulation to retirement. He is also the host of Upticks, a weekly podcast built to enhance financial literacy. His approach is direct, structured, and focused on helping clients make better financial decisions with confidence.
About Cory →
About Cory
Cory Bittner is the co-founder of Falcon Wealth Advisors. For over fifteen years Cory has specialized in working with corporate associates and high net worth individuals. He routinely co-hosts Upticks with Jake. His approach is systems based while maintaining a personal relationship with his clients.
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