Why Janney
Advisor-Centric Culture
At Janney, we pride ourselves on the boutique culture we’ve built for our Financial Advisors that emphasizes flexibility combined with the resources of large firm.
Transition Support
At Janney, it’s our job to make your transition as smooth as possible so that you can continue to focus on what’s most important – your clients.
Wealth Management
Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Beyond Investing. Connecting.
When you work with us it’s about going beyond investing. It’s about connecting your life and your finances in a way that makes sense for you, partnering through each stage of life.
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.
Online Access
Our digital experience makes connecting your life and finances easier by providing 24/7 secure access to your account information, aggregation tools, eDelivery, and more.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 18, 2025
In retirement planning, timing is key. But market volatility can be a concern.
Annuities may provide a steady income stream and help manage market volatility in retirement. Learn how they might fit into your strategy.
Read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/05/05/timing-is-everything-using-annuities-as-a-retirement-planning-tool
June 09, 2025
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
Read here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/06/05/encouraged-by-cyclical-market-leadership-while-consumers-remain-well-positioned
Janney News
Janney Opens Branch Office in Chicago, Welcomes Ned Kennedy as Complex Director
Ned Kennedy to Lead Expansion and Advisor Recruitment in Key Midwest Market
Janney Adds 12 Financial Advisors in First Half of 2024
Adds over $2.2 billion in assets under advisement to Private Client Group.
Brett Riggi Joins Janney as Chief Operating Officer
Industry veteran assumes oversight of Janney's technology, data and insights, and firm operations.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Marriage, Divorce, and Financial Planning: Building and Protecting Your Financial Future
Marriage is not just a union of hearts. It is also a merger of finances, responsibilities, and legal commitments. When that union ends, whether amicably or not, the financial consequences can be significant. Preparing for these transitions with a clear financial strategy is one of the most empowering steps you can take.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how to make the most of the leftover funds.
Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.