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
2026 Best-in-State Women Wealth Advisor
In February 2026, Jenny Daly was named to the Forbes Best-in-State Women Wealth Advisors list for the fourth consecutive year.
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.
Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
Zest Cooking Event
Grateful for a wonderful evening hosting a small client appreciation event at Zest in Fairfield. We had the opportunity to cook together, share great conversation, and then sit down to enjoy a healthy, delicious meal as a group — a perfect reminder that the relationships we build go far beyond the work we do. 💛 On the menu: Eggplant “meatballs,” pasta with marinara, a vibrant kale salad with roasted butternut squash, pumpkin seeds, pomegranate seeds, quinoa with a maple Dijon vinaigrette, and some incredible healthy desserts: sweet potato brownies & chickpea blondies! 👩🏻🍳
2026 World Down Syndrome Day
In celebration of World Down Syndrome Day (recognized each year on March 21), we were proud to “rock our socks” at Janney Hackensack… or should we say HackenSOCK?!! 🧦 🌈 We celebrated a day early so we could all take part together. ❤️ Wearing our brightest, mismatched socks is a small gesture with a big message—celebrating inclusion, acceptance, and the beauty of what makes each of us unique. Grateful to work alongside a team that cares so deeply ❤️
2026 Toy Drive for the Salvation Army
Proud of our Janney Hackensack team for coming together to collect stuffed animals for The Salvation Army. 🧸❤️ These little friends will soon be heading to children who could use a little extra comfort and a few more smiles. Grateful to work with people who care so deeply about our community.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
