Awards
FORBES 2025 & 2026 BEST-IN-STATE WEALTH MANAGEMENT TEAMS LIST
Our Team
Not only are we available at your convenience, but Janney has also structured itself to be immediately responsive to clients’ needs—all levels of Janney’s staff are easily accessible, and possess a willingness and enthusiasm to help. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
... Read more.
Read less.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Online Access
Simplify your life and finances with Janney’s secure client portal. Janney offers 24/7, convenient, secure access to your account information and more through our Online Access client portal and mobile app. Take the tour below.
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.
Triad Honor Flight
Supporting our local veterans.
Ducks Unlimited
We’re proud to support the local Greensboro chapter of Ducks Unlimited. Ducks Unlimited conserves, restores and manages wetlands and associated habitats for North American Waterfowl. These habitats also benefit other wildlife and people.
Junior Achievement of the Triad
Inspire and prepare young people to succeed in a global economy.
Financial Education & Planning
Expand Your Circle in Retirement
When people picture retirement, they think of freedom. But what many don’t expect is how quickly their social world shrinks. In today’s video, we are going to talk about how retirement can be a rare opportunity to build a circle that fits who you are now.
Social Media Impact On Your Money Mindset
With the ever increasing amount of influence from the twenty four hour news cycle and social media, there are a variety of viewpoints on how the media, in particular social media like Instagram, Tik Tok, and Facebook influences our society – both good and bad. But in this video, we want to discuss how social media can impact our money mindset.
Five Ways to Protect Seniors From Financial Abuse
With advances in technology and an increase in ne’er do wells on a global scale, it’s more important than ever to help protect your loved ones from financial abuse. In this video, we are going to discuss five ways you can help protect your loved ones from financial abuse.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.