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Advice you need. Service you deserve.
Advice you need. Service you deserve.
Awards
Forbes Best In State 2023
Robert F. Farrell, Executive Vice President / Wealth Management, Financial Advisor, has been named to the Forbes 2023 Best-In-State Wealth Advisors list.
“Congratulations to Bob Farrell on this recognition by Forbes,” said Kevin Reed, President of the firm’s Private Client Group. “Bob sets the standard for his commitment to exceed their client expectations and delivering comprehensive advice to meet financial goals. We’re proud to have Bob at Janney.”
Forbes Best In State 2022
Robert Farrell, Executive Vice President/Wealth Management, Financial Advisor has been named to the Forbes 2022 Best-In-State Wealth Advisors list. “Congratulations to Bob for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Bob represents the best of our industry,” said Jerry Lombard, President, Private Client Group.
Forbes Best in State 2021
Robert Farrell, Executive Vice President/Wealth Management has been named to the Forbes 2021 Best-In-State Wealth Advisors list. “Congratulations to Bob for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Bob represents the best of our industry,” said Jerry Lombard, President, Private Client Group.
Our Team
The Farrell Wealth Management Group strives to provide personalized service through Financial Planning and Tax Efficient Investing as we guide our clients through the phases of investing: Wealth Accumulation -- Wealth Preservation -- Wealth Distribution.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
VIDEO: RETIREMENT ON YOUR TERMS
For clients who choose to engage with us in an advisory capacity, we utilize a three bucket retirement strategy called Retirement on Your Terms. Our approach matches your money to three different timelines - short term, mid term, and long term. All designed on your terms.
Tax Efficient Investing
When it comes to tax planning and your investments, it can be difficult to know where to start. Your portfolio and your resulting tax picture can change quickly because of market volatility. Vigilance is necessary to achieve both your tax and investment goals.
Working With A CFP®
A CFP® professional is trained to develop and implement comprehensive financial plans for individuals, businesses, and organizations.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 03, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
September 16, 2023
Tax & Estate Planning Virtual Seminar
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Join us for this exclusive virtual seminar where we will explore what to do before the 2017 Tax Cuts and Jobs Act sunsets, estate & gift planning strategies, charitable gifting, and income tax planning opportunities, as well as new provisions in Secure Act & Secure Act 2.0, types of beneficiaries and the new 10-year payout, using trusts as beneficiaries, and incorporating Secure Act & Secure Act 2.0 within your financial plan.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
2022 Year In Review
Every January, it’s customary to look back at the year that was. What were the highlights? What were the “lowlights”? What events will we always remember? Most importantly, what did we learn?
THIRD QUARTER 2022 MARKET REVIEW
Bob Farrell examines market and economic environments through 3Q22.
The Bear is Back
Have you ever been caught in rush hour traffic, and the lane you’re in just won’t budge? Meanwhile, the lane next to you seems to be moving just fine. So, as soon as you see an opening, you merge into that lane – only to immediately slam on your brakes. Now the new lane is backed up! So, you try again…until you find yourself in the very lane that’s closed off and causing a traffic jam in the first place. This is what emotional, undisciplined investors do during bear markets.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.