About Us

Tom Starkey, CFP®, ChFC, CLU

Managing Partner/Co-Founder
Phone: 651-389-4130
Fax: 651-389-4131

I’m Tom Starkey, a managing partner and co-founder at our firm. When working with our clients who are growing their families or managing their business, I treat our relationship with the utmost respect and personal importance. That’s because I understand that the decision to work with a financial planner is never taken lightly, and I appreciate that our clients entrust us with their financial well-being. That’s why I always strive to go beyond any expectations our clients have when working together.

I enjoy helping happy families like yours experience the “next level” of financial planning. When you’re ready to start making a true commitment to planning for the future, we can help you get there. And through a wealth of experience designing group retirement plans and executive benefits, I’m always eager to help business owners who truly want to make a positive impact on the lives of their employees.

A few of my financial planning designations include:


  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • FINRA Series 7, 66 & 24 licensed
  • Life and Health insurance licensed



Before joining the financial services industry, I earned an undergraduate degree in Business Management from the U.S. Air Force Academy in Colorado Springs, CO.  While there, I was a four year letter winner on the AFA hockey team.


When I’m not in the office, I enjoy volunteering my time as a youth hockey coach or being out on the golf course playing as much as I can with my family, friends and clients. My wife, Molly, and I live in Maple Grove with our three boys: Jack, Finn and Leo, and our yellow lab, Sota.  Together, we enjoy hitting the hockey rink, baseball field or the golf course.


You can find me at our Arden Hills location.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

is not owned or operated by AXA Advisors, LLC or its affiliates.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Falcon Financial Group, LLC is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for AXA Advisors, LLC and AXA Network, LLC, respectively.

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

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