About Falstad & Associates

Helping our clients reach their financial goals since 1988.



built on experience and trust

Planning with Heart,

Serving with Purpose

For more than 35 years, Falstad & Associates Financial Services has helped families, professionals, and business owners across Central Illinois plan for life’s most important goals.


Founded by Peter Falstad, CFP®, in 1988, our firm was built on a simple belief: the quality of our advice flows from the quality of our relationships.


From retirement planning and wealth management to insurance and estate strategies, our team takes pride in guiding clients through every stage of life with warmth, integrity, and expertise.


We’re more than financial planners—we’re partners in helping you protect what matters most.

Group of seven people posing for a photo in an office setting with a dog.

OUR MISSION

At Falstad & Associates, our mission is to guide individuals and families with clarity, compassion, and sound financial wisdom. Our role is to help you understand your money, use it with intention, and make decisions that reflect a wealthy life.

Our Amazing Team

Personal Guidance. Lifelong Trust.

Financial Peace of Mind.


And a Few Other Notable Team Members

At Falstad & Associates, relationships extend beyond people.



Our team includes a few beloved four-legged friends who remind us to take breaks, greet everyone with enthusiasm, and approach each day with joy (and maybe a few treats).

Meet the Team

Our attorneys

New York City, NY

Office

45 Rockefeller Plaza, Floor 20
New York, NY 10111

Valencia, Spain
Office

Gran Via de Ferran el Católic
Valencia, Spain 46008