A complete list of active advisors currently associated with Falco Wealth Management
Warmer can help you find a great advisor at Falco Wealth Management or one who fits your needs even better.
Falco Wealth Management is a small, supported advisory firm with two advisors that manages approximately $33.6 million for about 70 individual, family, trust, estate, and small-business clients. It offers comprehensive financial planning and discretionary wealth management services, including investment selection, portfolio monitoring and rebalancing, retirement and Social Security planning, estate and tax-related planning, and insurance and risk-management advice. The firm pursues a long-term, factor-aware investment approach implemented primarily through low-cost exchange-traded funds and institutional mutual funds, emphasizing diversification, tax efficiency, and periodic rebalancing. Clients can choose standalone, flat-fee financial planning without investment management or full wealth management with discretionary portfolio management and custodial relationships that support daily monitoring and implementation. Falco Wealth is notable among peers for its affiliations with a tax preparation practice and insurance activities: a principal provides tax services and is separately licensed to sell insurance, and the firm discloses receipt of insurance commissions and related conflicts of interest along with mitigation practices. The firm also occasionally offers impersonal, no-fee educational seminars and explicitly accommodates client ESG or other account restrictions while monitoring the implementation costs of those preferences.
To learn more about the advisors currently working at Falco Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Paoli, PA
| 16
| |
Paoli, PA
| 19
|
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