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No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing; it’s about connecting your life and your finances.
We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
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Awards
AdvisorHub 150 Advisors to Watch Over $1 Billion 2024
We are proud to share that Jeremy Lambert, AIF®, CEPA® has been named an Advisor to Watch by AdvisorHub.
Forbes Best-in-State Wealth Advisors 2024
We are proud to share that Michael Porter and Jeremy Lambert have been named Best-in-State Wealth Advisors by Forbes.
Barron's Top 1,200 Financial Advisors
We are proud to share that Michael Porter has been recognized as a Top 1,200 Financial Advisor by Barron's
Our Team
With decades of combined industry experience, Michael Porter, Jeremy Lambert, Heidi Jones, Jason Bentley, Tracy Adams-Kirk, Ryan Zemke, Nancy Carmean, Jody Boyer, Devin DiFranks, and Mikayla Lewis strive 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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Michael D. Porter, AIF®, AWMA®, CLTC®, AAMS®, CEPA®
Executive Vice President / Wealth Management, Financial Advisor
Jeremy A. Lambert, AIF®, CEPA®
Executive Vice President / Wealth Management, Financial Advisor
Heidi L.E. Jones
Senior Registered Private Client Associate
Ryan J. Zemke, CFP®, AIF®, CRPC®, CLTC®
Financial Advisor
Jason S. Bentley, AWMA®, CLTC®
Financial Advisor
Tracy Adams-Kirk
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.
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 analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Retirement Income
Generating income from the retirement savings you have accumulated over your lifetime in an efficient way can often be a complex task.
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.
Estate & Retirement Planning Strategies Seminar
Please join us for this highly informative event.
Successful investors focus on these topics
FINANCIAL PLANNING: Worry less with a personalized financial plan to help you achieve short and long term goals.
RETIREMENT INCOME: Will you have enough? How can you earn more? Learn strategies to generate more dividends and income through investments.
TAX-EFFICIENT INVESTING: Is a Roth conversion right for me? How can I position my assets to keep more of what I earn and increase income by paying less in taxes?
TAXES: Discover action steps to reduce taxes and develop strategies now to prepare for when RMDs are required from IRAs and 401k plans.
ESTATE PLANNING: Protect your assets and plan your legacy through wills, trusts, and other strategies. Learn about why you need an estate plan.
Greenville
20 Montchanin Road Suite 120 Greenville, DE 19807
Lewes
12001 Old Vine Blvd. Suite 106 Lewes, DE 19958
Relationship Summary (Form CRS) on www.janney.com/CRS which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest. The concepts illustrated here have legal, accounting and tax implications. Neither Janney Montgomery Scott LLC nor its Financial Advisors give tax, legal, or accounting advice. Please consult with the appropriate professional for advice concerning your particular circumstances. Events are not sponsored nor endorsed by the restaurant. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the restaurant and its employees. Janney Montgomery Scott, LLC, 12001 Old Vine Bld., Unit 106, Lewes, DE 19958, and 20 Montchanin Rd., Ste 120, Greenville, DE 19807.
Estate & Retirement Planning Strategies Seminar
Please join us for this highly informative event.
Successful investors focus on these topics
FINANCIAL PLANNING: Worry less with a personalized financial plan to help you achieve short and long term goals.
RETIREMENT INCOME: Will you have enough? How can you earn more? Learn strategies to generate more dividends and income through investments.
TAX-EFFICIENT INVESTING: Is a Roth conversion right for me? How can I position my assets to keep more of what I earn and increase income by paying less in taxes?
TAXES: Discover action steps to reduce taxes and develop strategies now to prepare for when RMDs are required from IRAs and 401k plans.
ESTATE PLANNING: Protect your assets and plan your legacy through wills, trusts, and other strategies. Learn about why you need an estate plan.
Greenville
20 Montchanin Road Suite 120 Greenville, DE 19807
Lewes
12001 Old Vine Blvd. Suite 106 Lewes, DE 19958
Relationship Summary (Form CRS) on www.janney.com/CRS which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest. The concepts illustrated here have legal, accounting and tax implications. Neither Janney Montgomery Scott LLC nor its Financial Advisors give tax, legal, or accounting advice. Please consult with the appropriate professional for advice concerning your particular circumstances. Events are not sponsored nor endorsed by the restaurant. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the restaurant and its employees. Janney Montgomery Scott, LLC, 12001 Old Vine Bld., Unit 106, Lewes, DE 19958, and 20 Montchanin Rd., Ste 120, Greenville, DE 19807.
Recent Event: A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.