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Robert W. Shealy Jr, CFP®
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.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.
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Why Janney

A Culture Focused on You
At Janney, you’re more than a number. You’re a valued partner—and your success matters.

Transitions Focused on You
The first step is often the hardest—but it doesn’t have to be. With Janney’s dedicated and experienced team behind you, you’ll find that the entire transition process is built around you and your clients.

Wealth Management
Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.

Virtual Meetings
Virtual Meetings

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.

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.
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.
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.

Up Next: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.

Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!

Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Go Birds!

Janney Named Official Wealth Management Partner of the Philadelphia Eagles
We’re proud to partner with the Philadelphia Eagles. Together, we share a commitment to excellence, teamwork, and results.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 13, 2025

Why Did the Federal Government Shut Down?
Federal Government Has Shutdown – Here’s What It Means for You
At 12:01 a.m. on October 1, 2025, the federal government officially shut down many of its operations – marking the 15th shutdown since 1980.
Why it happened:
Congress didn’t pass any of the 12 funding (appropriations) bills needed to keep federal agencies running. A short-term fix – known as a continuing resolution – failed to gain enough bipartisan support, leading to the lapse in funding.
What’s affected:
- Many federal workers are furloughed or working without pay.
- Social Security, Medicare, and mail delivery continue.
- Some federal services – including tax processing, small business loans, and inspections – could experience slowdowns or pauses.
- Air travel and national park operations may also be impacted.
Economic outlook:
While brief shutdowns typically have limited market impact, prolonged ones can slow GDP growth and increase uncertainty. (The 2018-19 shutdown, for example, cost the U.S. economy about $11 billion.)
What this means for investors and households:
Moments like this highlight why financial preparedness matters – having a sound plan helps protect against uncertainty, regardless of what’s happening in Washington.
#FinancialPlanning #Economy #GovernmentShutdown #WealthManagement #FinancialAdvisor #RetirementPlanning
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

2025 Tax Reform: A Look at Key Changes for Individuals and Families
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduces significant changes to the tax code that will impact how you file your 2025 tax returns—and returns for years to come.

2025 Tax Reform: A Look at Key Changes for Businesses
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduced significant changes to the tax code that may impact taxes for you or your business. How will you prepare?

September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
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