Willett Phelan Myers Rodts Wealth
Combining over 100 years of financial services experience, the Willett Phelan Myers Rodts Wealth team works with individuals, families, and businesses to guide financial decision-making and create plans to help accomplish our client’s goals. Led by Scott Phelan, Chris Willett, Kevin Myers, and Avery Rodts — our team is dedicated to growing clients' wealth, protecting their assets, and utilizing tax-efficient planning strategies. We work with and for our clients, tailoring plans to fit their unique needs, preferences, and values. Through our comprehensive and client-first approach, we foster long-term relationships to advise clients through all phases of their financial journey.
Awards
Forbes Best in State Wealth Advisor
Scott Phelan, Executive Vice President/Wealth Management, Financial Advisor was recognized by Forbes as a 2023 Best in State Wealth Advisor.
Forbes Best in State Wealth Management Teams
Phelan and Myers Wealth Management Group was recognized by Forbes as a 2023 Best in State Wealth Management Team.
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.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Working With Our Team
Watch this video to learn about our team’s client service philosophy and what to expect when working with our team.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires 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 provide a personalized plan designed to meet your needs.
Two for Twenty Podcast
Episode 10 – The Most Common Mistakes Investors Make
Listen in to this quarter's podcast with Scott Phelan and Kevin Myers as they discuss the most common mistakes investors make.
Episode 9 – What to Expect From the Markets and Economy in 2023 With Mark Luschini
Listen in to this quarter's podcast featuring special guest Mark Luschini, Janney's Chief Investment Strategist.
Episode 8 – Year-End Tax Planning With Tieg Reeder
Listen in to this quarter's podcast featuring special guest Tieg Reeder with Rector & Reeder, P.C.
Monday Morning Outlook
Agents of Change? - May 22, 2023
Read this week's Monday Morning Outlook provided by First Trust.
Battle of the Budget - May 15, 2023
Read this week's Monday Morning Outlook provided by First Trust.
Bank Problems Aren't Over, But It's Not 2008 - May 8, 2023
Read this week's Monday Morning Outlook provided by First Trust.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Janney Insured Sweep
Janney Insured Sweep puts your cash to work at a competitive market interest rate at one or more participating banks, and provides Federal Deposit Insurance Corporation (FDIC) protection.
May Investment Perspectives
We examine why it has not looked like a recession yet, how the Fed policy tools have changed, and whether the stock market will remain resilient through the coming months.
Your Assets are in Good Hands: Resources and Account Protection at Janney
Through every market condition, through every stage of your life—and your family’s life—Janney provides stability and coverage for the safety and security of your assets.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.