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.
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 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.
Episode 7 – Medicare with Keith Nabb of Affordable Medicare Solutions
Listen in to this quarter's podcast featuring special guest Keith Nabb with Affordable Medicare Solutions.
Monday Morning Outlook
The Fed Waffles- March 27, 2023
Read this week's Monday Morning Outlook provided by First Trust.
Heading Toward a National Bank? - March 20, 2023
Read this week's Monday Morning Outlook provided by First Trust.
Ignore the Crazy - March 13, 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.
March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
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.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
March Investment Perspectives
Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.