Awards
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.
2023 Best-In-State Wealth Management Teams List
The Hunt/Vilsack Wealth Management Group has been named a Forbes 2023 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.
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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.
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 are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and 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: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: 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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 11, 2025
Optimize Your Retirement Assets Using Tax-Efficient Distribution Strategies
Did you know the order of your retirement withdrawals can affect your taxes and portfolio longevity?
A tax-aware distribution strategy can help you smooth income, avoid higher brackets, and preserve wealth. Learn how to optimize your approach: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/10/20/optimize-your-retirement-assets-using-tax-efficient-distribution-strategies
December 08, 2025
December Investment Perspectives
This month, our Investment Strategy Group explores Confession Season takeaways, the new era of high-yield bonds, and what December may hold for the markets.
December 06, 2025
Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group | Mark Luschini, Chief Investment Strategist | Guy LeBas, Chief Fixed Income Strategist.
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
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.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.