Falcon Financial Management, Inc.

Celebrating over 15 years of service to our clients and friends.

   "  Exceptional Service For Exceptional  People  "  

Jeff Davis, AMONG THE FINANCIAL ADVISORS ATTENDING BARRON’S WINNER’S CIRCLE TOP INDEPENDENT ADVISORS SUMMIT

Exclusive Conference Hosts Wealth Management Leaders and Industry Decision Makers

            Orlando (April 16, 2010)—Jeff Davis, CFP and Presidend of Falcon Financial Management, Inc. attended the second-annual “Top Independent Advisors Summit” hosted by Barron’s Magazine, which promotes best practices in the industry and the value of advice to the investing public.  The invitation-only conference was held April 14-16 at the Ritz-Carlton in Orlando, FL.

            A total of 73 of the Top 100 Independent Financial Advisors in the U.S. were in attendance, a number that includes those identified in Barron’s August 31, 2009 issue as wells as past-ranked advisors.  These industry leaders conducted workshops and panel discussions that explored issues of concern to advisors and their high-net-worth clients, including recalibrating asset allocation models, rethinking alternative investments, open and productive communications between advisors and clients, and the changing regulatory landscape.

            “It was an honor to be a part of this event and to meet other professionals who share the same integrity and passion for this industry,” said Mr. Davis. “Discussing best practices one-on-one with the top financial advisors across the country was a unique experience.  It will be beneficial to bring these insights back to my firm and my clients.”

            Also in attendance were nearly 300 financial advisers who were selected by their affiliated firm to participate in the event. Associated participating firms included: Advisor Group, Ameriprise Financial, Schwab Advisors Services, Fidelity Institutional Wealth Services, LPL Financial Services and TD AMERITRADE Institutional.

“This Summit brought together the best independent advisors in America, who readily shared best-

practice experiences and ideas for the benefit of their clients and the industry," said Edwin Finn,

editor and president, Barron's Magazine. "Such an exchange of industry wisdom is extremely

important, as advisors and their clients cope with the challenge of protecting capital while at the same

time putting it profitably to work across a complex, growing array of assets and markets.”