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
Debt Limit Drama- January 30, 2023
Read this week's Monday Morning Outlook provided by First Trust.
Rearview Mirror OK, Collision Ahead- January 23, 2023
Read this week's Monday Morning Outlook provided by First Trust.
Soft Landing- January 17, 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.
February 01, 2023
What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
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.
January Investment Perspectives
Our Investment Strategy Group offers commentary on reducing national debt, major fixed income themes from last year, and the economic factors weighing most heavily on investors in 2023.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.