Halcyon Wealth Advisors is an independent wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The company operates on a fee-only basis, meaning it is compensated solely by its clients and does not accept commissions or other payments from third parties for product sales. It is committed to a fiduciary standard, legally obligating it to act in its clients' best interests. The firm provides comprehensive financial planning services, including retirement planning, tax strategies, and estate planning, alongside discretionary investment management for individuals, families, and trusts.

Founded in

Australia