Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.
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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.
Financial Planning
We have the knowledge and experience to help you analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Investment Management
Our investment management process provides comprehensive planning to determine your goals and circumstances and then to make recommendations for an investment strategy that aligns with your goals, implementation of your investment strategy, and a review of your financial plan to help you stay on track to achieve your financial goals.
Retirement Income Evaluation and Planning
Generating income from the retirement savings you have accumulated over your lifetime in an efficient way can often be a complex task. Managing retirement income is an ongoing exercise in balancing guaranteed sources of income such a Social Security and fluctuating income from your investment portfolio, with living expenses and desired spending levels. Today’s retirees want to know if the assets they have saved for retirement are aligned toward their goals to achieve the lifestyle they desire in their retirement years. Budgeting, spending, and investing habits and strategies should be reviewed and adjusted regularly to help ensure your retirement plan is designed for the long term.
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: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Video Library
Considering Rollovers for Retirement Savings
Chip discusses retirement savings and the opportunities in considering rollovers for those retirement savings.
Infrastructure Spending & Investing
Chip discusses the importance of infrastructure investment, and how U.S. infrastructure is graded via the ASCE.
Are you prepared for long term care expenses?
Chip discusses why long-term care coverage is so important and the options available.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Life Insurance: It's Not Just for Income Replacement
If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.