The Clarion Office | Clarion, PA | Financial Advisors

The Clarion Office

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.

Our Team

With over 100 years of combined experience, we recognize that 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. ... Read more. Read less.

In Memorium - Orville Harford Lerch

1935 - 2020

Lerch Wealth Management

of Janney Montgomery Scott LLC

Hartzell Wealth Management

of Janney Montgomery Scott LLC

Matt Lerch

Executive Vice President/Wealth Management, Branch Manager

Patricia Doverspike, CFP®

Branch Operations Assistant

Jennifer Williams

Senior Registered Private Client Associate

An Advisor-Centric Culture

You deserve to be at a firm where the focus is on you and your clients. Learn how Janney’s culture allows Advisors to run their practice the way they want.

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.

Private Client Group Support

All financial services firms have a unique culture and operating philosophy. Janney’s core values position our Financial Advisors to offer clients an extraordinary level of service.

Supporting Your Business

When you join Janney, you position yourself to offer an extraordinary level of service, personal attention, and in-depth resources to your clients at every point of contact.

Community Involvement

We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.