Strengthening your financial security


Welcome to our website!

To learn more about the Falbaum Crowley Investment Group, view our About Our Team and Our Focus pages.

The purpose of the Falbaum Crowley Investment Group is to help our clients, their families and community gain peace of mind around financial decisions and realize their hopes, dreams and aspirations.


2024 Market Outlook

It was an honor to welcome Kelly Bogdanova as our speaker for our client luncheon at the Mountain Oyster Club. It was an insightful and engaging presentation outlining the 2024 Market Outlook.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Proud to work with nationally recognized teammates

At the Falbaum Crowley Investment Group, we are very proud that Financial Advisors, Vance Falbaum and Aaron Crowley have received prestigious industry awards. It’s an honor to have teammates nationally recognized as some of the best in the industry—because it means we are serving our clients well. Congratulations, Vance and Aaron!       

  • Vance Falbaum - 2020, 2021, 2022 & 2023 Forbes Best-In-State Wealth Advisor list
  • Aaron Crowley - 2020, & 2021 Forbes/SHOOK Next Generation Wealth Advisor
  • Aaron Crowley - 2024, Financial Planning Top 40 Regional Brokers Under 40 

 

It's all about staying connected

Thank you for trusting us as your wealth management partner.  Our commitment to you goes beyond sharing our knowledge and expertise. If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

 

Meet the team

Learn more about the Falbaum Crowley Investment Group.

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Did you know there are several education savings and investment options? Let's touch base on planning and saving for the college-bound students in your life.

Are you a plan sponsor looking to fulfill fiduciary duties and sharpen your skills to provide an effective employer-sponsored retirement plan to employees? Learn more about earning the Certified Plan Sponsor Professional certification (CPSP) for free. https://bit.ly/4e3d1mg The American Retirement Association (ARA), and its affiliate the Plan Sponsor Council of America (PSCA) have entered into an arrangement with RBC Wealth Management, a division of RBC Capital Markets, LLC (“RBC WM”) allowing RBC WM to introduce its clients to ARA and/or PSCA with the potential that ARA and/or PSCA may be able to assist such clients with enhancing their professional education. This email is being provided to you for informational purposes only and is not a recommendation or advice. RBC WM is registered as a broker-dealer and investment advisor with the U.S. Securities and Exchange Commission. ARA and PSCA are non-profit professional organizations that provide credentialing and certification programs to retirement professionals; and participate in the development of retirement policy through legislative advocacy. For additional information, please visit usaretirement.org/about/. Neither ARA nor PSCA are affiliated with RBC WM. RBC WM does not provide professional certification or continuing education services. Neither ARA or PSCA compensate RBC WM nor your Financial Advisor for introducing you to ARA and/or PSCA. RBC WM does not share client information with ARA or PSCA. Any personal identifying information provided to ARA and/or PSCA by you is subject to ARA’s privacy policies and procedures.

Want to help your loved ones avoid being saddled with college student loan debt? Reach out to discuss your options for investing in education for your loved ones.

Latest Insights

Shipping containers

Tariff deluge: RBC’s initial take

Apr 04, 2025 | The Global Portfolio Advisory Committee

President Donald Trump unveiled his long-threatened reciprocal tariffs, putting an exclamation point on a new era of protectionism. Our regional analysts review the tariff policies and provide thoughts on the implications for markets.

Read more
German Reichstag

Do policy shifts signal a turning point for European equities?

Apr 04, 2025 | Frédérique Carrier

Galvanized by U.S. rhetoric, the European Union looks to be pivoting towards greater cohesiveness and increased fiscal spending. We examine the implications for the regional equity market.

Read more
Disclosures

The 2020 Forbes "Best-In-State Wealth Advisors" award was announced January 2020. Data as of 6/30/2019. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2020 "Forbes Top Next-Gen Wealth Advisors" award was announced July 2020. Data as of 3/31/2020. SHOOK considered advisors born in 1981 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2019 "Forbes Top Next-Gen Wealth Advisors" award was announced June 2019. Data as of 3/31/2019. SHOOK considered advisors born in 1980 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. 

The 2021 Forbes "Best-In-State Wealth Advisors" award was announced February 2021. Data as of 6/30/2020. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2021 "Forbes Top Next-Gen Wealth Advisors" award was announced September 2021. Data as of 3/31/2021. SHOOK considered advisors born in 1982 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2024 Financial Planning "Top 40 Brokers Under 40" and "Top 40 Regional Brokers Under 40" award was announced February 2024. Data as of 9/30/23. Financial Planning annually ranks the industry’s top producers under 40. Nominations were received from advisors and managers and ranked according to production totals. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

Vance L. Falbaum is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV. California Insurance License # 0D46675.

Vance L. Falbaum, NMLS # 1588229, and Aaron Crowley, NMLS # 747922 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Aaron Crowley is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, IN, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV. California Insurance License # 0M29763.