Who We Are
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. 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, planning, and consultation.
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Awards
AdvisorHub Advisors to Watch 2025
In June 2025, Jenny Daly was recognized by AdvisorHub as one of its 250 “Advisors to Watch". Advisors are ranked on a number of criteria including assets, level of service, growth of practice, professionalism, community service and diversity.
Forbes Best-in-State Women Wealth Advisor 2025
In February 2025, Jenny Daly was named to the Forbes Best-in-State Women Wealth Advisors list for the third consecutive year.
Janney Outstanding Women Advisor of the Year Award
In October of 2024, Jenny Daly was named Janney's Outstanding Women Advisor of the Year. The annual recognition highlights exceptional client service, community engagement and commitment to professional development.
Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
2026 Kickoff
A wonderful evening with colleagues from Janney Hackensack 💙 celebrating another year of collaboration and success. A great moment to reflect on the year behind us and kick off 2026. Cheers to the year ahead!
2025 Holiday Celebration
Helen and Jenny spent the evening celebrating the holidays at the Holly Jolly Lounge✨ at Calandras Bakery’s Il Vecchio Café, surrounded by over-the-top holiday décor, festive cocktails, and the kind of joyful energy that instantly puts you in the Christmas spirit. 🎄❤️ Jenny is so grateful for Helen and the opportunity to work alongside her every day. Strong teams are built on trust, appreciation and real connection—and Jenny never takes that for granted. Happy holidays! ✨
Virtual Holiday Floral Workshop
It was so fun hosting a virtual client appreciation event where we created beautiful holiday floral arrangements with Alice's Table❤️✨ Sharing a moment of creativity and connection during such a busy season was truly a gift — and Jenny is so grateful for the wonderful clients she has the privilege of working with every day. Wishing everyone a joyful, healthy holiday season filled with moments of beauty and calm.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
