Awards
Forbes Best-In-State Wealth Management Teams
Heger & Bradanini Wealth Advisory Group has been named to Forbes 2025 Best-In-State Wealth Management Teams List
Top 100 People In Finance
Jeff Bradanini has been recognized as one of the Top 100 People in Finance by Top 100 Magazine
Laura Strong Tribute Award
Jeff Bradanini Receives the Laura Strong Tribute Award from the Cystic Fibrosis Foundation
Our Team
At Janney, we build enduring client relationships based upon integrity, experience and trust by providing objective advice and superior service that lead our clients to the achievement of their financial goals.Peter Heger and Jeff Bradanini take a long-term approach to client service by building lasting relationships based on knowledge, trust and integrity. Peter and Jeff formed their partnership in the spirit of providing clients the independent, unbiased advice and balanced financial planning they demand.
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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.
Retire Confidently
You’ve spent your whole life working and building your nest egg. Now it’s time to put your assets to work so they can generate income for your retirement.
The Value of a Trusted Advisor
We know the process of financial planning — setting goals, forming a financial plan, and making adjustments along the way—can seem a bit intimidating. It’s easy to sometimes feel uncertain, overwhelmed, or simply not sure where to begin.
Beyond Investing. Connecting.
When you work with us it’s about going beyond investing. It’s about connecting your life and your finances in a way that makes sense for you, partnering through each stage of life.
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: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
February 25, 2025
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.