live your best life in retirement

Work with a fiduciary financial advisor to craft a financial plan that enables you to enjoy retirement worry-free.

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Join 1,000's of happy clients

"Good and knowledgeable staff. Helpful in mapping out a useful and pragmatic retirement strategy and in making investment recommendations. Very proactive in managing portfolios. Would highly recommend."

—George S.

"I rarely leave reviews, but I'm impressed... very impressive market knowledge, results driven, and caring.

—Matt & Erin J.

"...very helpful, professional and knowledgeable... didn’t try to sell me something I didn’t need. Highly recommended."

—Andrew M.

"While all investments took a hit in 2020, Talon minimized the impact to my investments. By the end of the year they had rebuilt the value to nearly the same as it was before the sell off."

—Grover S.

planning for retirement is complex.

You probably have a lot of questions and concerns if you're in or near retirement.
  • How much can I spend in retirement?
  • What should I do with my investments during market volatility?
  • Am I taking too much risk with my investments?
  • What fees might be eating into my retirement fund that I'm unaware of?
  • How can I reduce taxes and keep more of my nest egg?

plan smarter with a partner you trust.

Talk with an licensed advisor

All of our financial advisors are fee-only independent fiduciaries, which means they're not tied to any specific investments, are free from conflicts of interest, and don't take commissions.

Get an objective evaluation

Most people are paying more fees than they're aware of. We'll analyze your investments to help you understand what hidden costs you may be incurring and if your plan is built appropriately for your situation.

Claim your free plan

You'll get a written, comprehensive financial plan. There's no cost or obligation to work with us—only your time and effort to help us build what's best for you and your family.*

*Free offer available to those with at least $250,000 saved for retirement.

"... 10+ rating

I am more than pleased with the personal service I have received from this excellent company. Always there to answer questions and provide appropriate advice. I had tried others but was disappointed until I moved to Talon."

—Lindsey Smith

what do you get with your free financial plan?

Who are we?

Talon Wealth is a Registered Investment Advisor with a veteran wealth management team. Headquartered in Florida with offices across the country, we offer personalized, 1-on-1 service with the backing of a brand that stands for quality.

A one-size-fits-all financial plan is a thing of the past. We create comprehensive plans built specifically for you and your family. You’re unique. Your plan should be too.

Get your plan

how is talon different?

Too many financial salespeople masquerade as fiduciaries trying to make a dollar off of your hard-earned money. They'll push high-cost products that hinder your portfolio growth or put you in poor-fit investments with confusing or misleading fees.

We're passionate about helping good people be as successful as possible with their financial lives. You deserve a partner you can rely on. Our process is transparent and you'll always be in control of your money.

It starts with getting to know who you and your family are and what your ideal retirement looks like.

your financial watchdog.

Talon Wealth CEO, Mike Lester, talks to millions of Americans each day on the radio about how they can guard their nest egg. Listen or watch here.

Let's talk

Schedule an intro call to find out if it'd be a good fit for your situation and get your questions answered.