About Our Firm

For most of us, life is busier than ever. It can often feel as though we don't have enough time to get everything done. Consequently, we tend to spend our time on the most urgent issues in our lives, leaving our long-term planning for later. The most important things in life are hardly ever urgent.

Our History

Falcon Financial may be a new name but not much has changed!

Clay has been a financial adviser since 2001 and in 2008 he opened his own financial planning firm called Blanton Wealth Creation. During the 9 years he owned Blanton Wealth Creation, he grew his client base, added 3 assistants to his team and was running a successful company. One thing that he didn’t have was a succession plan to transfer his business in the event he was unable to run it.

Fred was also a financial adviser that started his career with Morgan Stanley in 2005 and in 2013 he also decided to start his own financial planning firm which was named Rich Financial. Clay and Fred had known each other for 7 years and over that span of time had multiple conversations about merging the two companies. It took a while for it to come to fruition but in 2016 the two finally decided to make it official and that is when Falcon Financial was born.

Not much has changed because we still use the same tried and proven financial principals that we have always used. The exciting news is with our partnership it gives us the ability to use a team approach with clients, as we each bring a different skillset to the relationship.



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