Why We Built Falcon Wealth Advisors (And What Makes Us Different)

Why would two advisors walk away from big firms, turn down large offers, and start over from scratch?

In this episode of Upticks, Jake and Cory 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.
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Complimentary 'Retiring Right' ebook:
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Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy.
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Connect with Jake Falcon, CRPC™
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