Our Team
We have been working with high net worth individuals, families, charitable organizations, and businesses for several years. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your wealth. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial investments and services. The personalized program that we can recommend is a roadmap to working towards your financial goals and objectives. We’re looking forward to using our experience to help you pursue your financial goals.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our Method
D.A.C. Investment Partners utilizes a comprehensive wealth management approach when working with clients. By identifying each client’s unique goals and objectives, our process allows us to provide a customized recommendation to each individual that incorporates investment recommendations and financial planning.
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.
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.
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.
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 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
January Investment Perspectives
In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
Outlook 2026
Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.
5 Simple Steps to Prepare for Tax Filing
Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.
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.