Embrace Your Family Story
Wealth Management & Financial Planning for Life's Moments
About Falco Wealth Management
We believe in family and small businesses. In 1962, Michael A. Falco, "Poppy," started a private accounting practice to serve local small businesses. Since then, we have grown into our third generation, serving families and small businesses with wealth management and financial planning solutions. Our mission is to help hard-working families build healthy relationships with money through every phase of life.
More Than Just Retirement Planning
Wealth Management is about much more than just retirement. Life’s moments happen all along the way – exciting moments like getting married, having children, buying your first house, and sending a kid to college. Other moments are more challenging, such as losing a job, caring for a sick or aging loved one, or losing a loved one. We offer services and strategies for every season of life. It’s never too early or too late to align your finances with your goals and dreams. If you just realized your finances have gotten too complicated to handle yourself, we can help. If you are thinking about retirement, we can help. If you have already retired but are considering the legacy you’ll leave to your loved ones, we can help. Learn about the Falco Wealth Living Plan Methodology.
Stay Connected
We're located in the Philadelphia suburbs but work with individuals, families, and small businesses nationwide. We are committed to building long-term, multi-generational relationships. All are welcome to attend our upcoming live or virtual workshops or events.
Stay Informed
Our blog posts provide timeless and timely insights on topics such as markets, investments, financial planning, and retirement.
