Our Team
We offer a team approach to financial planning, offering you a broader scope of capabilities than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
What Makes us Different
Whether you’re in need of individual financial counsel or robust institutional strategies, we’ve built our business to address the varied needs of our diverse clientele.
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.
Financial Planning
No matter where you are in life–we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
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: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 09, 2025
I’m excited to welcome Financial Advisors Al Grenert and Michael Smith to Janney. The team joins our Charlotte, North Carolina office from Wells Fargo with more than 50 years of combined industry experience.
Are you looking for the right fit for your practice? Let’s talk.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/12/08/two-experienced-financial-advisors-join-janney-in-charlotte--north-carolina
December 06, 2025
Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group | Mark Luschini, Chief Investment Strategist | Guy LeBas, Chief Fixed Income Strategist.
December 04, 2025
I’m pleased to welcome David Lojpersberger to Janney as Complex Director for our new Greater Philadelphia Complex. He will lead both organic and inorganic growth initiatives, focused on supporting Financial Advisors and recruiting experienced professionals for Janney’s Blue Bell, Bryn Mawr, New Hope, Philadelphia, and Wyncote offices.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/12/03/david-lojpersberger-joins-janney-as-greater-philadelphia-complex-director
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Life Insurance: It's Not Just for Income Replacement
If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.