Our Firm

"One of the things that upset me the most in 2008 was when a new client came in and showed me a portfolio with long-term investment positions that are down 50-60-70% and told me that they were going to have to work another 6 to 7 years until they could retire to make this up. That tells me right away they either do not have a proper Financial Plan in place or they believe that everything you do in the accumulation phase of life will work through retirement; which could not be further from the truth. As a fiduciary, that is why we produce Financial and Income Plans that do what is in the best interest of our clients." 
- Charles E. Falco Jr. (Chuck), President


When you know your clients as individuals and you care about their future, you don't let the lack of proper planning or markets destroy their dreams without stepping in and saying, "We need to do something different." That's where Limerick Financial Group comes in; “We believe that building and following the proper plan will protect your assets in the long run and is considered the most important part of our job.”

We strive to minimize losses in years when the market turns down and equal or outperform the market in good years. This is where Limerick Financial Group's proper planning and managed risk investment programs come into play. 

Limerick Financial Group is an Financial Planning and Investment Management Firm. We work exclusively on a fee-basis. This approach takes commissions out of the equation and helps ensure that you receive objective advice that fits your particular needs and situation. It also means that we are here for you, and offer ongoing advice for your plan.

Our planning and investment management services are personalized. We strive to know our clients and create plans that fit who they are and their specific financial situation. We are risk adverse. Our clients don't like to lose money. Neither do we. At the same time, we believe there are opportunities to profit in every market environment. Our investment approaches actively seek those opportunities. 

At Limerick Financial Group, we are not afraid of change. Financial markets are continually changing. Asset classes and investment styles cycle in and out of favor. Economies evolve, new technologies emerge, governments and people make mistakes. Our plans update and change in real time in response to the market. This belief is a critical difference between Limerick Financial Group and traditional industry practice.

Learn more about our investment approach: 

  • Request a no-cost, no-obligation financial consultation.
  • Read more about our investment approach