A complete list of active advisors currently associated with Falcon Wealth Managers

Warmer can help you find a great advisor at Falcon Wealth Managers or one who fits your needs even better.

Falcon Wealth Managers provides wealth management, investment management, retirement planning, and financial planning to individuals, high‑net‑worth clients, and charitable organizations, including donor‑advised funds. The firm offers ongoing portfolio management alongside project‑based “advice‑only” planning, and financial planning is included for clients who engage for wealth management. The firm combines fundamental security analysis with Modern Portfolio Theory to set client‑specific asset allocation and employs a mix of passive and active strategies using mutual funds, ETFs, stocks, and bonds. Portfolios are managed on a discretionary basis with regular monitoring and quarterly reviews, and tax considerations are incorporated into investment selection and planning. Falcon is affiliated with a tax preparation practice (Falcon Tax Prep) and a college‑planning business (College Funding Solutions® LLC), enabling integration of tax consulting and detailed college‑cost analysis into client advice. Its explicit service to donor‑advised funds and the routine incorporation of tax and college planning into wealth management differentiate the firm from many independent peers.

To learn more about the advisors currently working at Falcon Wealth Managers, 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
Bob Falcon	Thornton, PA	11

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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