TALON LLC
SEC RegisteredGet Your Retirement Flight Plan
About the firm
Talon Wealth Management offers a systematic 5-step planning process described as the result of decades of experience and academic research, designed to help those in or near retirement gain control of their finances. Unlike large banks and corporations, the firm works locally and is part of clients' communities, providing targeted recommendations based on personal relationships.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
A 5-step retirement planning process including an introduction call, discovery meeting, free financial plan and proposal, action and orientation, and ongoing service; investment management backed by academic research; complimentary financial planning.
Who they serve
Those in or near retirement
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,823 | $866M |
| High Net Worth Individuals | 98 | $190M |
93 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of March 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TALON LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.