Our Team
Our team offers financial services to successful individuals and their families, as well as privately-owned or closely held businesses and non-profit organizations. We provide guidance and offer services on a wide range of financial matters, including financial planning, investment management, retirement income planning, insurance planning, education funding, and inter-generational wealth transfer. We also serve as investment advisors on many small business’ 401(k)’s, SIMPLE IRAs, and SEP IRAs for self-employed individuals. These services are recommended on individualized and client-driven basis, considering the client's long-term goals and risk tolerance.With nearly $350 million of assets under our team’s management, our clients entrust us to be their guide for personalized investment and financial planning advice through multiple generations of wealth. We pride ourselves on our second to none service and encourage questions or comments anytime. We look forward to hearing from you.The team is proud to announce recognition as a 2023 Forbes Best-In-State Wealth Management Team and express sincere gratitude to our clients, their families, and the community for their trust and support.
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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.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require 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.
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.
Up Next: 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!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 13, 2026
Ratcheting Up the Attacks
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
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
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.