Our Team
Legacy is often defined as something passed down from one generation to the next. For the Crist family, that legacy has been a steadfast commitment to serving clients in the financial services industry.And now, we are proud to welcome Aaron Crist as a fourth-generation Financial Advisor at Janney.Dick Crist has been with Janney - formerly Parker/Hunter Inc. - for 43 years. His father, James D. Crist, began his career with Kay Richards & Co. in 1955, a firm that later became Parker/Hunter. James’ father, Francis E. Crist, Aaron’s great-grandfather, joined Kay Richards in the late 1920s.Together, four generations of the Crist family have proudly served clients for more than 95 years.As Aaron begins his career, the Crist Wealth Management team remains committed to helping families pursue their financial goals while building legacies of their own. We are excited to continue serving as your trusted financial partner for generations to come.
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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.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
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.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
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
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 17, 2026
Trying Incrementalism
The Federal Reserve raised overnight interest rates by 0.25%, marking the first major policy action under Chair Kevin Warsh. Read the full commentary from Janney’s Investment Strategy Group as they examine the Fed’s incremental approach, the outlook for additional rate hikes, and what it could mean for longer-term interest rates.
September 14, 2026
September Investment Perspectives
What could influence markets as we head into the final months of the year? Our latest Investment Perspectives shares timely insights from Janney’s Investment Strategy Group on the economic, fixed income, and market trends investors are watching.
September 10, 2026
In a New Era of Longevity, How Can You Protect Your Assets, Your Family, and Your Legacy?
A longer life can mean more possibilities—and more to consider. Thinking ahead can help you prepare for future needs while keeping your assets, family, and legacy in mind. Read more about preparing for the financial realities of a longer life.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
Managing Finances in a New Marriage: A Checklist for Newlyweds
Marriage is more than a milestone—it’s a meaningful opportunity to align your financial lives and build a shared foundation. Use this checklist to coordinate accounts, clarify goals, and position yourselves to Plan for More together.
5 Top Cybercrime Trends—and How to Protect Yourself
From smart homes to digital wallets, more of our financial lives now live online. While technology creates convenience, it also creates opportunities for cybercriminals. Staying informed about evolving threats—and taking proactive steps—can help you protect one of your most precious assets: your personal and financial information. Here are five cybercrime trends to keep on your radar.
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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.