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Great South Advisory Group
“We’re in the people business.” — Chip Stanley, CRPC®, CLTC, AIF® Senior Vice President / Wealth Management, Financial Advisor
With more than 100 years of combined industry experience, the Great South Advisory Group understands that financial advice starts with understanding you—what you’re trying to accomplish, what matters to you, and what’s happening in your life.
Because life changes, your financial plan should be able to evolve with it. From marriage and a growing family to retirement, divorce, the loss of a spouse, and other important transitions, our team brings experience and perspective to help you navigate the financial decisions that come with each new chapter.
We work together to help clients plan through the different phases of their financial lives—from accumulating and preserving wealth to preparing for its eventual distribution.
It’s a dialogue. And we’re ready to listen.
Our Team
We believe good advice starts with understanding.That means taking the time to learn what you are trying to accomplish, what is changing in your life, and what matters most to you before determining how we can help. We approach planning as an ongoing dialogue, not a formula, because your priorities and circumstances will continue to evolve over time.That same philosophy shapes how we work as a team. Each member of our group plays a role in the client experience, bringing different perspectives, responsibilities, and areas of support to the relationship. By working closely together, we aim to provide continuity and a deeper understanding of the people and families we serve.At the heart of it, we think of ourselves as being in the people business. Investments and planning are important, but they begin with something more fundamental: knowing our clients, staying connected to what is happening in their lives, and helping them make thoughtful financial decisions along the way.
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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: 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.
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.
September 09, 2026
Summer is a great time to drink rosé wines. This is a nice one from Italy that I recently enjoyed. What's in your glass?
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.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.