Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet The Team

The team behind Falco Wealth Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Michael J. Falco, CPA® President

Mike’s affinity for investing and helping others achieve their financial goals spans more than three decades and can be traced to when he began working in his father’s financial planning and accounting office in Havertown, Pennsylvania.

Mike is an independent advisor who believes in tailoring investment strategies to clients’ needs and working to identify safer approaches that can help give clients financial confidence as they journey to and through retirement. Mike is an Investment Adviser Representative and a Certified Public Accountant. He holds memberships in the Society of Financial Service Professionals, Financial Planning Association, National Social Security Advisors and National Registry of Financial Service Representatives.

A nine-time winner of the Philadelphia Magazine Five Star Wealth Manager Award, Mike has been a featured speaker throughout the United States and is a frequent guest on many local news broadcasts, including CBS 3, NBC 10, The CW, WFMZ-TV and KYW 1060 AM. He also has been a guest on WABC-TV 7 in New York City. Mike has taught adult education classes at Immaculata University and contributed to several financial publications and online blogs.

Mike is a graduate of St. Joseph’s University and has lived in the Downingtown area all his life. He and his wife, Barbara, are blessed with three adult children and three grandchildren.

In his free time, Mike enjoys spending time with his family and playing golf.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. The Five Star award does not evaluate quality of services provided to clients and is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Philadelphia Magazine. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success.

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Mike Falco Jr., CFA®, CFP® Wealth Manager

Mike is honored to be the third generation of Falcos serving clients. He uses his investments and financial planning expertise to guide clients and help them simplify the often complicated world of personal finance. He’s great with numbers and helps make complex financial concepts easy to understand. He seeks the “lightbulb moment” with all his clients when they see their finances clearly for the first time. In addition to his role as Wealth Manager, Mike also serves as the Chief Compliance Officer at Falco Wealth.

Before joining Falco Wealth Management, Mike honed his skills as a Regional Director and Manager at Dimensional Fund Advisors in Charlotte, North Carolina. During his career, Mike has advised hundreds of financial advisors on investments and practice management. Seeing these advisors positively impact their clients’ lives inspired Mike to utilize his skill set to join their ranks. Mike believes in providing good, honest advice that puts clients’ interests first, and he takes great pride in helping individuals and families in all phases of life navigate their unique financial challenges.

Mike’s philosophy is simple: “Dream big, but plan big, too.” He knows that good financial planning can make achieving your dreams a reality. He believes in an investment philosophy rooted in financial science, not speculation, to help stay the course. His goal is to become his clients’ most trusted advisor.

Mike graduated from Villanova University in 2007 with a Bachelor of Science in Finance. He has earned the Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ professional designations, reflecting his commitment to ongoing education and ethical practice.

Mike has lived most of his life in the Philadelphia suburbs. He resides in Collegeville, Pennsylvania, with his wife, Amy, his daughter, Holly, and their two dogs, Chloe and Vera. Outside the office, Mike enjoys spending time outdoors, whether tending to his garden, swimming in the pool, chasing Holly, or riding a bicycle along the Perkiomen Trail with Amy. He is a lifelong Philadelphia sports fan, and you’ll often hear the Phillies playing in the background at his home during summer evenings.


Aimee Jackson Administrative Assistant

Bio Coming Soon!

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 610.640.5822.