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Who We Are

Falcon Financial Planning is an Independent, privately-owned firm with deep roots in the Philadelphia region. As an Independent firm, we are dedicated to honoring our relationships by providing unsurpassed service. We are professional yet personable. Our business is grown largely by referrals, so we are directly motivated to please and come to know every client we serve.
 
Our commitment to education and communication forms the foundation of a trusting client relationships. Falcon Financial Planning is proud to offer comprehensive financial planning services in your best interests, free from Wall Street brokerage demands and sales quotas.


 
Bob is a Certified Financial Planner with over 17 years of experience in the financial services industry. He enjoys the relationships he has built with his clients and takes great pride in earning their trust and loyalty.
 
Bob grew up in the Lansdale area of PA and graduated from Pennsylvania State University in 1994. Shortly after graduating, Bob began working as a Financial Planner. Eventually he was promoted into management and worked as a Registered Principal for two large brokerage firms. During that time, Bob earned several industry awards including Sales Manager of The Year. His experiences during his ten years working at larger firms convinced him that the best course of action for his clients was to be in a position to offer completely objective advice without the interference of a corporate parent. With this in mind, Bob became independent and formed Falcon Financial Planning in 2006.
 
Currently Bob resides in Bucks County with his wife and two children. In his free time he enjoys reading, playing golf and spending weekends with his family in Avalon, New Jersey.


 


©2018 Falcon Financial Planning Inc. All rights reserved.
2 Village Road, Suite 4, Horsham, PA 19044 | 215-441-9280 | robertlydon@falconplanning.com


Securities offered through Parkland Securities, LLC. Member FINRA/SIPC. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. 
Falcon Financial Planning, Inc. is independent of Parkland Securities, LLC and Sigma Planning Corporation.