Welcome To Falcon Financial
Where investing
At Falcon Financial, we provide disciplined investment management designed to improve returns and straight forward financial planning advice to help you reach your goals.
About Falcon Financial
Falcon Financial (Falcon Investment Strategies LLC DBA Falcon Financial) is a North Carolina Registered Investment Advisor (RIA) that was founded in 2012. The firm was previously named Trident Financial Group when it acquired James F. Mundy Inc. in April 2022 and rebranded to Falcon Financial in June 2023. Our advisors provide investment advice, portfolio management, financial planning, retirement and insurance solutions to clients throughout North Carolina.
Meet Our Advisors
Seth started his career as a Financial Advisor in 2010. After two years, he founded Falcon Investments
Seth D. Waller
Owner/Investment Advisor
Michael began his career as a Financial Advisor in 2013.
S. Michael Gegorek II
Investment Advisor
Russ joined Falcon Investments in 2021 as an Investment Advisor after a career as a professional baseball player.
Russ Adams
Investment Advisor
Meet our Staff
James Taylor
Client Relationship Manager
Natalie Ervin
Office Manager
James Mundy
Retired/Financial Consultant
Get in Touch
If you have any questions or would like to schedule an appointment with any of our advisors, please contact us via phone or email and we will be glad to assist you!