Home page hero banner

Team Hero Image
Email Image dlevin@janney.com
Relate Image 215.619.3923
Phone Image 215.619.3923
Awards
Award Image
Forbes Best-In-State 2024
Dan Levin has been recognized by Forbes as a Best-In-State Wealth Advisor.
Award Image
Forbes Best-In-State 2022
Dan Levin has been recognized by Forbes as a Best-In-State Wealth Advisor for the second consecutive year.
Award Image
Forbes Best-In-State 2021
Dan Levin has been recognized by Forbes as a Best-In-State Wealth Advisor.
Our Team
Daniel's Photo
Daniel S Levin, CIMA®, CPWA®
Executive Vice President/Wealth Management, Financial Advisor
Caroline's Photo
Caroline Salvati
Private Client Associate
Online Access Client Portal
Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Who We Are Card Image
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
Who We Are Card Image
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Who We Are Card Image
Estate Planning
You've worked hard to accumulate assets, build wealth, and provide for your family, building a legacy – we're here to help ensure that legacy is carried out and protected.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Community Involvement
Paws For The Cause
1776 Capital Managment Group is a proud sponsor of Fox Chase Cancer Center's Paws for the Cause.
Community Involvement
Summer Interns 2023
Another summer, another set of bright interns. We wish Brendan and Bryce all the best this coming school year. Read more about their internship experience here.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Event Image
Up Next: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Event Image
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Event Image
Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
Financial Futures Podcast
News Photo
Will The Election Results Effect Your Portfolio?
Hear from Dan Levin on how historical performance can inform what we can expect from the markets after election day.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 05, 2025
Recent Update Photo
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
February 25, 2025
Recent Update Photo
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/ *According to estimates from the Exit Planning Institute
February 17, 2025
Recent Update Photo
Honoring the leadership and vision that shaped our great nation. Happy Presidents' Day from 1776 Capital Management Group.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Research Photo
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Research Photo
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Research Photo
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
Office Information
Office Photo
Address:
1767 Sentry Parkway West
Suite 110
Blue Bell, PA 19422
Phone:
215.619.3923
Text:
215.619.3923
Fax:
215.665.5816
Email:
dlevin@janney.com
Office Photo
Address:
1010 Stony Hill Road
Suite 300
Yardley, PA 19607
Phone:
267.685.4218
Text:
215.619.3923
Email:
1776cmg@janney.com
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
Email Image dlevin@janney.com
Relate Image 215.619.3923
Phone Image 215.619.3923