Who We Are

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.

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

Kristin Hartzell

First Vice President/Wealth Management, Financial Advisor

Branch Operations Assistant

Jennifer Williams

Senior Registered Private Client Associate

Tracy Cherico

Private Client Associate

Avari Schmader

Private Client Associate

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.

Janney Clarion Sponsors Route 66 Time-Trial Bike Race

The Clarion office of Janney sponsors Rail 66 Time-Trial Bike Race.

Christmas in the Park 2022

Janney Clarion is proud to honor our Veterans and Active-Duty Military members

Pennies From Heaven

Janney Clarion supports local Pennies from Heaven

About Janney

With roots tracing back to 1832, the Financial Advisors of Janney Montgomery Scott LLC have continued to build their reputation for providing timely service and knowledgeable financial consultation to individual and institutional clients.