The Footer Financial Group is proud to be recognized by numerous institutions and publications including Forbes, Barron's, Money Magazine and more.
Forbes Best-In-State Team 2023
The Footer Financial Group has been named to Forbes' 2023 Best-In-State Wealth Management Teams list.
Forbes Top Women Wealth Advisor Award 2022
Binnie Footer has been named to Forbes' list of Top Women Wealth Advisors in 2022.
Forbes Best-In-State 2022
Binnie Footer named to Forbes' 2022 Best- In-State Wealth Advisors list.
The Footer Financial Group is a full-service wealth management team focused on providing services and solutions tailored to fit your unique needs, preferences, and goals. We are proud to be part of Janney Montgomery Scott LLC, a New York Stock Exchange firm headquartered in Philadelphia, Pennsylvania.Our goal is to become your close partner in securing your financial health and well-being now and into the future. Our many clients tell us we are very good at what we do. They have given us not only their hard-earned assets to manage, but also, just as importantly, their trust. It is a responsibility we take very seriously. Trust is about follow-through on commitments and performance. It is earned. We will work diligently to earn your trust. When you join us as a client, you can expect:Access to timely investor and industry educationSound advice delivered with the utmost respect and integrityA comprehensive approach to investing, providing you with financial planning, portfolio and wealth management services and access to new investment solutions.The solutions and services available through large firms, but with uniquely personalized service and accessibility to the knowledge and resources of our diverse investment professionals in areas such as retirement planning, college planning, corporate stock options, estate planning, and trust services, to name but a fewA promise to understand you as an individual and as an investor—your needs, objectives, wants and dreams; and a plan, as we move forward together, to bring about the future you expect and deserveHonors & AwardsBinnie has been recognized as a Forbes Top Women Wealth Advisor from 2020-2022.Binnie has also been recognized as a Forbes Best-In-State Wealth Advisor from 2020-2022.Binnie has been invited to attend the Barron's Top Women's Advisors Summit each year since 2010, where she represents Janney Montgomery Scott as one of the top female wealth management advisors in the country.Binnie was one of five advisors from Janney’s Mid-Atlantic Region invited to attend Barron’s Regional Summit in Philadelphia. This invitation-only event, held November 2016, brought together the top 100 financial advisors from the entire Philadelphia metropolitan area.Janney appointed Binnie in January 2018 to the prestigious level of Executive Vice President / Wealth Management. In 2007 and 2008, Binnie was elected to and served on Janney's Board of Managers. She was the first female advisor to serve in this capacity. The National Association of Board Certified Advisory Practices (NABCAP), a non-profit National Association whose aim is to hold the investment advising community to a higher standard, selected The Footer Financial Group from a field of over 4,000 advisors in the metropolitan Philadelphia area as one of the Top 50 NABCAP Premier Advisors. This was published in the Philadelphia Business Journal's September 30, 2011 issue. Binnie was awarded the Retirement Income Planning Certification from the Wharton School of Business at the University of Pennsylvania in March 2012.Elliott served as a member of the Wharton School of Business faculty from 1996-2004 at the University of Pennsylvania. He lectured on non-profit entities law and policy at the graduate level and core tax courses for individuals, corporations and partnerships.Elliott was awarded Lifetime Membership by the Pennsylvania Institute of Certified Public Accountants in May, 2011 for his contribution and service to the CPA Profession.Elliott was awarded Lifetime Membership by the American Institute of Certified Public Accountants in May, 2014 for his commitment to the CPA Society. Money Magazine named Elliott as one of the Top CPA Tax Practitioners in the country.
Binnie S. Footer, AWMA®
Executive Vice President/Wealth Management, Financial Advisor
Elliott P. Footer
First Vice President/Wealth Management, Financial Advisor
Evan J. Footer, CFP®, CLTC®
Raymond T. Wiley
Mary Ellen McCullagh
Registered Private Client Associate, Business Productivity Specialist
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Women's Resource Center
Women often face unique challenges and circumstances throughout their lives. That's why we've launched a new education center that looks at different financial topics from a woman's perspective. Money management; navigating the business world; the financial implications of marriage and raising a family; as well as retirement, estate, and investment planning- these are just some of the topics we'll explore.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies and knowledgeable insights for your employer-sponsored retirement plan.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
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: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Up Next: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out!
Stay up-to-date and in-the know about every aspect of your financial picture.
March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
February 01, 2023
What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
January 11, 2023
Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime. Join our exclusive webinar to hear from Jeff Lanza, retired FBI Special Agent, where he’ll cover simple, valuable tips on how to protect your identity and computer, and be aware of potential scams.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
March Investment Perspectives
Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.
Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.