What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 31, 2026
How to Reduce Taxes on Employer Stock in a 401(k) Plan
Many 401k plans, and other qualified retirement plans, allow employees to invest in the stock of their employer. Most of the time, money you take out of a 401k is taxed as ordinary income.
However, you may be able to defer taxes even further if the distribution includes employer stock, thanks to something called Net Unrealized Appreciation. This article explains what NUA is, and how it could potentially result in significant tax savings.
July 30, 2026
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
It is becoming more and more difficult to tell scams from legitimate phone calls, texts, and emails. They are becoming more realistic every day, and the sheer number of them can be overwhelming (my record is 21 spam calls in a single day).
Here we explore some common scams, as well as actions you can take to protect yourself and your loved ones.
July 28, 2026
Designing Trusts That Encourage Responsibility, Not Entitlement
When you've accumulated an estate over your lifetime, it's natural to be concerned about your legacy. Will your heirs be good stewards of their inheritance and continue that legacy, or will they feel entitled - like they are owed what you've worked for so diligently.
If you find yourself asking this question, or one like it, this article is a starting point to learn about your options.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.