Falcon Financial

Falcon Financial provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm builds globally diversified portfolios tailored to each client's specific risk tolerance, time horizon, and goals, offering both discretionary management where trades are made without prior approval and non-discretionary management requiring client consent. In addition to ongoing portfolio management, Falcon Financial offers standalone financial planning services such as cash flow analysis, tax strategies, retirement planning, insurance reviews, estate planning, and education funding. The firm also provides hourly financial planning for focused concerns. Falcon Financial is owned and operated by Seth Waller and is based in Salisbury, North Carolina.