Home page hero banner
Awards
2026 Best-in-State Wealth Management Team
We are pleased to share that our team has being recognized as a 2026 Best-in-State Wealth Management Team by Forbes for the fourth year in a row.
2025 Best-in-State Wealth Management Team
We are pleased to share that our team has being recognized as a 2025 Best-in-State Wealth Management Team by Forbes.
2024 Best-In-State Wealth Management Team
For the second year, the Hunt/Vilsack Wealth Management Group has been named a Forbes Best-In-State Wealth Management Team.
Our Team
"If you want to know your past-look into your present conditions. If you want to know your future-look into your present actions." --Chinese Proverb 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. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice and consultation.
... Read more.
Read less.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our Services
Today’s investment markets are more complicated than ever and are constantly changing. The number of investment solutions available today is overwhelming and the days of buying and holding a portfolio of stocks, bonds or mutual funds are long gone.
Business Retirement Plans
We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
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.
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.
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 11, 2026
Discover Generous Tax Credits for Start-Up 401(K) Plans
Thinking about a start-up 401(k)? This article offers an overview of tax credits that may be available to eligible employers. Learn more: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/12/19/discover-generous-new-tax-credits-for-start-up-401(k)-plans
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Stability You Can Count On
The resources of a large firm with the personal attention of a boutique
January Investment Perspectives
In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
Outlook 2026
Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.
Office Information