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Falco Wealth Management, led by Michael J. Falco since 1990, is a family-owned financial services firm founded by Michael A. Falco in 1962. We offer comprehensive wealth management and financial planning services to hard-working families, individuals, and small businesses. Here’s our story.
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About Falco Wealth Management

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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...

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Mike Falco Jr., CFA®, CPA®

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, he has advised hundreds of financial advisors on investments and practice management. Seeing these advisors positively impact their clients’ lives inspired him 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...

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Aimee Jackson

Administrative Assistant

Bio coming soon!

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