Falconer Group / Financial Advisor in Traverse City, Michigan

Erik Falconer, CFA, CFP
Falconer Group is an independent, Fee-Only investment and financial advisory firm that works with clients who want to be intentional with their wealth. We believe that money itself should not be seen as a goal, but rather a resource toward the achievement of goals. Your personal wealth plan should care for your resources, as well as yourself, family and community.At Falconer, we work exclusively for your and our other clients. Not for a brokerage house, not for an insurance company, not for a mutual fund, and not for a bank. We can be objective while proactively advocating for you.Falconer offers independent analysis and customized investment strategies to guide you through today's complexities toward tomorrow's opportunities. We do not place you in cookie-cutter portfolios. You are unique. So are your investment goals and preferences.

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