Tailored advice for business owners, health care professionals and families.
Falls Financial Group
605-361-4002
800-333-6013
855-484-1082
6225 South Pinnacle Place
Suite 201
Sioux Falls, SD 57108
At Falls Financial Group, we believe that choosing skilled financial advisors who understand you and your priorities can help simplify your life and give you the confidence to know that you’ve planned ahead. For more than 20 years, our team has helped individuals, families, business owners and health care professionals pursue their most important goals—from managing cash flow and liquidity planning to tax efficiency and capital preservation. Working with us, you’ll receive an invaluable combination of comprehensive planning, investing and health care industry insight to help inform your decisions and plan strategically for your family and your future.
Erik Syverson has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2019, 2020, 2021
Our customized wealth management solutions
Our advice goes well beyond your investment needs. We offer solutions for each area of your financial world, for every stage of your life and business.
For you and your family
- Portfolio construction and management
- Financial and retirement planning
- Insurance solutions: life, disability and long-term care
- Estate planning strategies
- Tax planning
- Mortgages
- Education funding
For your practice or business
- Liquidity planning
- Commercial lending
- Securities-based lending
- Insurance
- Cash management solutions
- Employee benefit programs
The unique needs of health care professionals
With changing legislation, regulation and insurance requirements, the health care industry is evolving like never before. As a physician, how do you keep up while continuing to manage a successful practice, your patients’ needs—and your own personal financial life?
Falls Financial Group understands your challenges
- Time management. Long work days and multiplepriorities take up most of your time.
- Debt. Your loans are likely significant.
- Insurance protection. You carry extensive liabilityinsurance as a physician.
We can help simplify your world
- Prudent investment management. Our decisions areresearch-based and focused on capital preservation.
- Transparency. We keep you informed about ourinvestment decisions and fees.
Focused on your goals. Planning for life.
No matter where you are in your life, we can help guide you through each important stage of planning for the goals that matter to you—both short-term and long-term. We create your personal financial roadmap that addresses your needs over time.
UBS Wealth Way
UBS Wealth Way starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expense, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
Prudent investment management
Whatever the market environment, our asset allocations are prudent and well-informed by the UBS CIO Americas, Wealth Management, as well as our own market due diligence and that of the industry’s top asset managers from inside and outside of UBS.
A 360 degree view
Looking at the bigger picture, we coordinate all of the moving parts of your financial world. We can also connect with other professionals in your world to help ensure our advice is aligned, integrated and working to deliver on the objectives in your plan.
Our perspectives
Insights