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Awards

2025 Forbes Best In State Wealth Advisor
Scott Phelan, Executive Vice President/Wealth Management, Financial Advisor was recognized by Forbes as a 2025 Best in State Wealth Advisor.

2025 Forbes Best In State Wealth Management Team
WPMR has been recognized as a 2025 Forbes Best in State Wealth Management Team.

2024 Forbes Best in State Wealth Advisor
Scott Phelan, Executive Vice President/Wealth Management, Financial Advisor was recognized by Forbes as a 2024 Best in State Wealth Advisor.
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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Chris Willett
Executive Vice President / Investments, Financial Advisor

Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor

Kevin T. Myers, CFP®
Vice President/Wealth Management, Financial Advisor

Avery Rodts
Vice President / Investments, Financial Advisor

Steven W. Edwards
Account Executive

Tricia M. Fleury
Account Executive

Cindy Hions-Dayoub
Account Executive

Amanda Medrow Myers
Financial Planning / Client Associate

Betty Ralph
Private Client Associate
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 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.
Two for Twenty Podcast

Episode 16 - Venture Capital
Listen in to this quarter's 2 for 20 podcast with Scott Phelan and Mike Dowdle as they discuss Venture Capital.

Episode 15 – Update with Chris Marinac
Listen in to this quarter's podcast with Scott Phelan, Kevin Myers, and Chris Marinac, Director of Research at Janney as they discuss the current markets.

Episode 14 – Market Update with Mark Luschini
Listen in to this quarter's podcast with Scott Phelan and Mark Luschini, Janney Chief Investment Strategist as they discuss the markets.
Monday Morning Outlook

Don't Watch "Cash on the Sidelines" - April 28, 2025
Read this week's Monday Morning Outlook, provided by First Trust, below.

Near Zero Q1, Uncertainty Ahead - April 21, 2025
Read this week's Monday Morning Outlook, provided by First Trust, below.

Time to Cut Rates - April 14, 2025
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, 2025

Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

May Investment Perspectives
Factors that matter when defining a recession, bond market volatility, and earnings reports vs. the first 100 days.

Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.

Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
Office Information