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Why Us?

Bob was the youngest in his family of 9, and although the family lived very frugally, he never worried about his parents financially because they had a pension, social security, and his dad was a veteran. However, after dementia forced both parents out of their house, they did not have the financial means to choose where they spent their final days.

Very few professionals have pensions today, and the retirement savings of most Boomers and Gen X’ers is grossly inadequate. They have neither the professional expertise nor the time to determine how well they will be able to live out their retirement years. Falcon Wealth seeks to educate and liberate this demographic from these uncertainties and to help them make adjustments (where necessary) so that their retirement lifestyle embodies and embraces their vision of life after work.

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– Bob Falcon

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CALL: (484) 528-0201

FALCON Wealth Managers

Bob Falcon, CFP®, CPA/PFS, CCFC®, MBA

Serving clients in the Philadelphia area and western suburbs.

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Copyright © 2022 Falcon Wealth Managers, Philadelphia area and western suburbs, Pennsylvania – All rights reserved.

FALCON WEALTH MANAGERS LLC (“FWM”) is a registered investment adviser offering advisory services in the Commonwealth of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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  • About Us
  • Why Us?
  • Pricing
  • Blog
    • Bob’s Garden & Table
    • Financial Planning
    • Taxes
    • Retirement
  • Are You
    R.E.A.D.Y?
  • Contact