Erik Falconer

Erik founded the firm on principles of educating and empowering his clients. After growing the firm for five years he and his wife formally united professionally to create a unique team to meet the diverse needs of affluent families who want to use their wealth in ways that have a positive and lasting affect on their family, community, and greater world. His unique background and education offers families a multi-disciplined approach to financial planning and investment management. The culture of the company deeply reflects his personal values of family, integrity, and education.


  • BA from Kalamazoo College (Majors: Economics and Physics)
  • BSE from the University of Michigan (Major: Mechanical Engineering)
  • Studied at Nagoya Gakuin University, Japan (International Business)
  • Certified Financial Planner™ (CFP®) Certificant
  • Chartered Financial Analyst (CFA®) Charterholder
  • Certified Specialist in Planned Givingcm (CSPGcm) Professional
  • Graduate of the CFP® Residency Program
  • Chartered Retirement Plan Specialist (CRPS) Designee


Erik enjoys spending time with the loves of his life: his wife and three daughters. They enjoy traveling, school activities and playing games. He also loves biking, kayaking, playing soccer, reading, and singing. Erik is actively involved in his church, and as a board member of Child & Family Services of Northwestern Michigan.