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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’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 four 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 of future investment success.

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Mike Falco Jr., CFP®, CFA®

Wealth Manager

Mike is honored to be the third generation of Falcos serving clients. He leverages his expertise to build robust financial plans and professionally manage clients’ investments in accordance with those plans. He enjoys making confusing financial concepts understandable and helping clients overcome their fears of investing. In addition to his role as Wealth Manager, Mike serves as the Chief Compliance Officer at Falco Wealth.

Before joining Falco Wealth Management, Mike gained experience and expertise in investments and personal finance over a career spanning back to 2007. Mike remembers the first signs of the Great Recession showing themselves just as his career was beginning...

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Mike is honored to be the third generation of Falcos serving clients. He leverages his expertise to build robust financial plans and professionally manage clients’ investments in accordance with those plans. He enjoys making confusing financial concepts understandable and helping clients overcome their fears of investing. In addition to his role as Wealth Manager, Mike serves as the Chief Compliance Officer at Falco Wealth.

Before joining Falco Wealth Management, Mike gained experience and expertise in investments and personal finance over a career spanning back to 2007. Mike remembers the first signs of the Great Recession showing themselves just as his career was beginning. He learned immediate lessons that inform how he serves clients today: “I realized that successful investors don’t panic even in the worst of markets. By planning properly and keeping a long-term view, they’re able to stay the course or even capitalize on market downturns as opportunities.” Mike believes in providing sound, honest advice that puts clients’ interests first, and he takes great pride in helping individuals and families at all stages of life navigate their unique financial challenges.

Mike’s philosophy is simple: “Dream big, but plan big, too.” He thinks the best financial advice is rooted in strong financial planning. Mike delights in uncovering clients’ goals and dreams as they build this plan together. He believes that having a plan helps identify which goals and dreams are attainable and how to fund them most effectively. He implements an investment philosophy informed by 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; their son, Porter; and their two dogs. Outside the office, Mike enjoys cooking for his family and spending time outdoors with them, especially in the pool or at the beach. He is a lifelong Philadelphia sports fan, and you’ll often hear the Phillies playing in the background at his home during summer evenings. For college sports, he’s adopted Amy’s Iowa Hawkeyes as second to his Villanova Wildcats.

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Aimee Jackson

Administrative Assistant

Bio coming soon!

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John Falco

Insurance and Medicare Specialist

John takes pride in guiding clients through the complexities of insurance and Medicare, helping them understand their coverage options to make informed decisions. He takes a personalized approach, treating every client with the same care and dedication he would give to his family.

John has dedicated his career to customer service, contributing to his warm, professional style. He earned an associate’s degree in business from Keiser University and holds life and health insurance licenses. John serves as the Medicare specialist at Falco Wealth and helps clients navigate the annual enrollment process.

John resides in Downingtown with his daughter, Prudence. An avid outdoor enthusiast, John spends his time hiking, camping and exploring nature. A former teaching professional, he enjoys spending time on the golf course. John is a lifelong musician, has played guitar for over 25 years, and attends live music performances whenever possible.

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